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 Q3	$305K	Sell	4,828 -4,420	-48%	-$272K	0.13%	160
2026 Q2	$574K	Sell	9,248 -82	-0.9%	-$4.87K	0.25%	97
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	Buy	+1,355	New	+$40.6K	0.02%	372

Other funds holding FBCG

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Castleview Partners's FBCG Position: Q3 2026 in Review

Castleview Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 48% in Q3 2026, selling an estimated $272K and leaving 4,828 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #160.

Castleview Partners first reported a position in FBCG in Q1 2022 and has held it in 11 quarters since. The position peaked at $574K in Q2 2026. 88 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

Castleview Partners held 4,828 shares of Fidelity Blue Chip Growth ETF worth $305K as of Q3 2026.
Castleview Partners sold 4,420 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $272K.
Fidelity Blue Chip Growth ETF made up 0.13% of Castleview Partners's portfolio in Q3 2026, its #160 holding.
Castleview Partners first reported a position in Fidelity Blue Chip Growth ETF in Q1 2022 and has held it in 11 quarters since.
Castleview Partners's Fidelity Blue Chip Growth ETF position peaked at $574K in Q2 2026.
88 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.