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

Cerity 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	$816K	Sell	13,130 -1,860	-12%	-$110K	﹤0.01%	2118
2026 Q1	$751K	Buy	+14,990	New	+$798K	﹤0.01%	2031
2025 Q4	–	Sell	-13,654	Closed	-$733K	–	2923
2025 Q3	$733K	Buy	+13,654	New	+$695K	﹤0.01%	1755
2025 Q2	–	Sell	-5,162	Closed	-$206K	–	2676
2025 Q1	$206K	Buy	+5,162	New	+$234K	﹤0.01%	2205

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

Cerity Partners's FBCG Position: Q2 2026 in Review

Cerity Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 12% in Q2 2026, selling an estimated $110K and leaving 13,130 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Cerity Partners first reported a position in FBCG in Q1 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Cerity Partners held 13,130 shares of Fidelity Blue Chip Growth ETF worth $816K as of Q2 2026.
Cerity Partners sold 1,860 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $110K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2118 holding.
Cerity Partners first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 4 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.