Clear Investment Research’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Clear Investment Research’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	$1.39M	Buy	27,831 +2,408	+9%	+$128K	2.18%	12
2025 Q4	$1.39M	Buy	25,423 +429	+2%	+$23.3K	2.31%	12
2025 Q3	$1.34M	Buy	24,994 +2,710	+12%	+$138K	1.8%	12
2025 Q2	$1.07M	Buy	22,284 +510	+2%	+$21.8K	1.36%	19
2025 Q1	$870K	Buy	21,774 +1,935	+10%	+$87.5K	1.16%	21
2024 Q4	$918K	Sell	19,839 -1,269	-6%	-$57.5K	1.18%	22
2024 Q3	$903K	Buy	21,108 +2,404	+13%	+$99.5K	1.17%	20
2024 Q2	$794K	Buy	18,704 +4,335	+30%	+$171K	1.03%	21
2024 Q1	$553K	Buy	14,369 +13,645	+1,885%	+$492K	0.74%	30
2023 Q4	$24.1K	Buy	+724	New	+$22.3K	0.03%	140

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

Clear Investment Research's FBCG Position: Q1 2026 in Review

Clear Investment Research increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 9.5% in Q1 2026, buying an estimated $128K and bringing the position to 27,831 shares worth $1.39M. The position accounts for 2.18% of the portfolio, ranked #12.

Clear Investment Research first reported a position in FBCG in Q4 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Clear Investment Research held 27,831 shares of Fidelity Blue Chip Growth ETF worth $1.39M as of Q1 2026.
Clear Investment Research bought 2,408 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $128K.
Fidelity Blue Chip Growth ETF made up 2.18% of Clear Investment Research's portfolio in Q1 2026, its #12 holding.
Clear Investment Research first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 10 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.