Carson Wealth (CWM LLC)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Carson Wealth (CWM LLC)’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	$121M	Buy	2,412,385 +1,342,686	+126%	+$71.4M	0.32%	64
2025 Q4	$58.7M	Buy	1,069,699 +123,378	+13%	+$6.69M	0.16%	124
2025 Q3	$50.8M	Buy	946,321 +94,783	+11%	+$4.83M	0.15%	128
2025 Q2	$41.1M	Buy	851,538 +136,282	+19%	+$5.81M	0.14%	134
2025 Q1	$28.6M	Buy	715,256 +181,472	+34%	+$8.21M	0.11%	166
2024 Q4	$24.7M	Buy	533,784 +115,230	+28%	+$5.22M	0.1%	181
2024 Q3	$17.9M	Buy	418,554 +316,727	+311%	+$13.1M	0.08%	228
2024 Q2	$4.32M	Buy	101,827 +59,988	+143%	+$2.37M	0.02%	450
2024 Q1	$1.61M	Buy	41,839 +41,659	+23,144%	+$1.5M	0.01%	680
2023 Q4	$6K	Buy	+180	New	+$5.54K	﹤0.01%	3414
2021 Q2	$15K	Hold	450	–	–	﹤0.01%	1922
2021 Q1	$15K	Hold	450	–	–	﹤0.01%	1922
2020 Q4	$15K	Hold	450	–	–	﹤0.01%	1922
2020 Q3	$15K	Hold	450	–	–	﹤0.01%	1922
2020 Q2	$15K	Buy	+450	New	+$9.28K	﹤0.01%	1922

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FBCG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 126% in Q1 2026, buying an estimated $71.4M and bringing the position to 2,412,385 shares worth $121M. The position accounts for 0.32% of the portfolio, ranked #64.

Carson Wealth (CWM LLC) first reported a position in FBCG in Q2 2020 and has held it in 15 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Carson Wealth (CWM LLC) held 2,412,385 shares of Fidelity Blue Chip Growth ETF worth $121M as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,342,686 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $71.4M.
Fidelity Blue Chip Growth ETF made up 0.32% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #64 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Blue Chip Growth ETF in Q2 2020 and has held it in 15 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.