Baron Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Baron Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.05M	Buy	67,606 +9,755	+17%	+$428K	0.78%	19
2026 Q2	$2.53M	Buy	57,851 +15,943	+38%	+$680K	0.66%	20
2026 Q1	$1.57M	Buy	41,908 +3,660	+10%	+$146K	0.47%	24
2025 Q4	$1.59M	Buy	38,248 +24,194	+172%	+$1.01M	0.49%	22
2025 Q3	$578K	Buy	14,054 +2,628	+23%	+$102K	0.19%	73
2025 Q2	$423K	Buy	+11,426	New	+$381K	0.15%	98

Other funds holding FELG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

Baron Wealth Management's FELG Position: Q3 2026 in Review

Baron Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 17% in Q3 2026, buying an estimated $428K and bringing the position to 67,606 shares worth $3.05M. The position accounts for 0.78% of the portfolio, ranked #19.

Baron Wealth Management first reported a position in FELG in Q2 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Baron Wealth Management held 67,606 shares of Fidelity Enhanced Large Cap Growth ETF worth $3.05M as of Q3 2026.
Baron Wealth Management bought 9,755 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $428K.
Fidelity Enhanced Large Cap Growth ETF made up 0.78% of Baron Wealth Management's portfolio in Q3 2026, its #19 holding.
Baron Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.