Bartlett & Co Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.3K	Hold	295	–	–	﹤0.01%	908
2026 Q1	$17.3K	Sell	295 -60	-17%	-$3.19K	﹤0.01%	841
2025 Q4	$19.5K	Hold	355	–	–	﹤0.01%	830
2025 Q3	$19K	Hold	355	–	–	﹤0.01%	829
2025 Q2	$17.1K	Hold	355	–	–	﹤0.01%	840
2025 Q1	$14.2K	Sell	355 -135	-28%	-$6.11K	﹤0.01%	869
2024 Q4	$22.7K	Hold	490	–	–	﹤0.01%	787
2024 Q3	$21K	Hold	490	–	–	﹤0.01%	811
2024 Q2	$20.8K	Hold	490	–	–	﹤0.01%	813
2024 Q1	$18.9K	Sell	490 -150	-23%	-$5.41K	﹤0.01%	827
2023 Q4	$21.4K	Hold	640	–	–	﹤0.01%	872
2023 Q3	$18.5K	Hold	640	–	–	﹤0.01%	834
2023 Q2	$19K	Hold	640	–	–	﹤0.01%	830
2023 Q1	$16.3K	Sell	640 -113	-15%	-$2.67K	﹤0.01%	747
2022 Q4	$15.9K	Hold	753	–	–	﹤0.01%	764
2022 Q3	$16.2K	Hold	753	–	–	﹤0.01%	739
2022 Q2	$16.4K	Hold	753	–	–	﹤0.01%	772
2022 Q1	$22.8K	Buy	+753	New	+$22.6K	﹤0.01%	717
2021 Q4	–	Sell	-800	Closed	-$26K	–	554
2021 Q3	$26K	Hold	800	–	–	﹤0.01%	606
2021 Q2	$26.1K	Hold	800	–	–	﹤0.01%	598
2021 Q1	$23.4K	Hold	800	–	–	﹤0.01%	646
2020 Q4	$22.8K	Hold	800	–	–	﹤0.01%	648
2020 Q3	$19.7K	Buy	+800	New	+$18.8K	﹤0.01%	617

Other funds holding FBCG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's FBCG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 295 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Bartlett & Co Wealth Management first reported a position in FBCG in Q3 2020 and has held it in 23 quarters since. The position peaked at $26.1K in Q2 2021. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Bartlett & Co Wealth Management held 295 shares of Fidelity Blue Chip Growth ETF worth $18.3K as of Q2 2026.
Bartlett & Co Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #908 holding.
Bartlett & Co Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2020 and has held it in 23 quarters since.
Bartlett & Co Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $26.1K in Q2 2021.
144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.