Broadleaf Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Broadleaf Partners’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	$7.45M	Buy	119,988 +2,683	+2%	+$159K	1.44%	28
2026 Q1	$5.88M	Sell	117,305 -4,486	-4%	-$239K	1.37%	26
2025 Q4	$6.68M	Buy	121,791 +476	+0.4%	+$25.8K	1.41%	29
2025 Q3	$6.51M	Sell	121,315 -15,092	-11%	-$769K	1.36%	30
2025 Q2	$6.58M	Buy	136,407 +17,648	+15%	+$753K	1.45%	27
2025 Q1	$4.75M	Sell	118,759 -3,660	-3%	-$166K	1.24%	29
2024 Q4	$5.66M	Buy	122,419 +4,026	+3%	+$182K	1.32%	29
2024 Q3	$5.06M	Buy	+118,393	New	+$4.9M	1.2%	32

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Broadleaf Partners's FBCG Position: Q2 2026 in Review

Broadleaf Partners increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.3% in Q2 2026, buying an estimated $159K and bringing the position to 119,988 shares worth $7.45M. The position accounts for 1.44% of the portfolio, ranked #28.

Broadleaf Partners first reported a position in FBCG in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Broadleaf Partners held 119,988 shares of Fidelity Blue Chip Growth ETF worth $7.45M as of Q2 2026.
Broadleaf Partners bought 2,683 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $159K.
Fidelity Blue Chip Growth ETF made up 1.44% of Broadleaf Partners's portfolio in Q2 2026, its #28 holding.
Broadleaf Partners first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 8 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.