BHWM
FBCG

Beaird Harris Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Beaird Harris 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
Q1 		– Sell
-4,831
Closed -$265K – 701
2025
Q4 		$265K Buy
+4,831
New +$262K 0.02% 121

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beaird Harris Wealth Management's FBCG Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 4,831 shares — an estimated $265K sold.

Beaird Harris Wealth Management first reported a position in FBCG in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4,831 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $265K.
  • Beaird Harris Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $265K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.