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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadleaf Partners's FBCG Position: Q1 2026 in Review

Broadleaf Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.7% in Q1 2026, selling an estimated $239K and leaving 117,305 shares worth $5.88M. The position accounts for 1.37% of the portfolio, ranked #26.

Broadleaf Partners first reported a position in FBCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.68M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Broadleaf Partners held 117,305 shares of Fidelity Blue Chip Growth ETF worth $5.88M as of Q1 2026.
Broadleaf Partners sold 4,486 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $239K.
Fidelity Blue Chip Growth ETF made up 1.37% of Broadleaf Partners's portfolio in Q1 2026, its #26 holding.
Broadleaf Partners first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 7 quarters since.
Broadleaf Partners's Fidelity Blue Chip Growth ETF position peaked at $6.68M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.