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 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 $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

Cerity Partners's FBCG Position: Q1 2026 in Review

Cerity Partners opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026: 14,990 shares worth $751K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings. This is a return to the name: Cerity Partners previously reported a position in FBCG as recently as Q3 2025.

Cerity Partners first reported a position in FBCG in Q1 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Cerity Partners held 14,990 shares of Fidelity Blue Chip Growth ETF worth $751K as of Q1 2026.
Fidelity Blue Chip Growth ETF was a new Cerity Partners position in Q1 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2031 holding.
Cerity Partners first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 3 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.