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 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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

RWM

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Baron Wealth Management's FELG Position: Q2 2026 in Review

Baron Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 38% in Q2 2026, buying an estimated $680K and bringing the position to 57,851 shares worth $2.53M. The position accounts for 0.66% of the portfolio, ranked #20.

Baron Wealth Management first reported a position in FELG in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Baron Wealth Management held 57,851 shares of Fidelity Enhanced Large Cap Growth ETF worth $2.53M as of Q2 2026.
Baron Wealth Management bought 15,943 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $680K.
Fidelity Enhanced Large Cap Growth ETF made up 0.66% of Baron Wealth Management's portfolio in Q2 2026, its #20 holding.
Baron Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.