CP
FBCG icon

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

Castleview 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 		$468K Buy
9,330
+3,455
+59% +$184K 0.24% 99
2025
Q4 		$322K Sell
5,875
-2,322
-28% -$126K 0.16% 132
2025
Q3 		$440K Sell
8,197
-764
-9% -$38.9K 0.24% 87
2025
Q2 		$432K Buy
+8,961
New +$382K 0.28% 87
2023
Q2 		– Sell
-1,347
Closed -$34.3K – 698
2023
Q1 		$34.3K Sell
1,347
-5
-0.4% -$118 0.03% 297
2022
Q4 		$28.5K Hold
1,352
– – 0.03% 275
2022
Q3 		$29K Buy
1,352
+919
+212% +$22K 0.03% 299
2022
Q2 		$39.7K Sell
433
-922
-68% -$23.1K 0.03% 332
2022
Q1 		$40K Sell
1,355
-60,251
-98% -$1.8M 0.02% 372
2021
Q4 		$1.78K Buy
+61,606
New +$2.13M 0.01% 298

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 $1.47T 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 $71.6B AUM 21.08% 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 $38B 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