Corient Private Wealth’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Corient Private Wealth’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	$363K	Sell	5,852 -11,661	-67%	-$692K	﹤0.01%	2429
2026 Q1	$878K	Buy	17,513 +9,600	+121%	+$511K	﹤0.01%	1725
2025 Q4	$434K	Sell	7,913 -68	-0.9%	-$3.69K	﹤0.01%	1940
2025 Q3	$428K	Buy	+7,981	New	+$406K	﹤0.01%	1893
2025 Q2	–	Sell	-7,546	Closed	-$302K	–	2472
2025 Q1	$302K	Buy	+7,546	New	+$341K	﹤0.01%	1850

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 22.9% 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

Corient Private Wealth's FBCG Position: Q2 2026 in Review

Corient Private Wealth reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 67% in Q2 2026, selling an estimated $692K and leaving 5,852 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Corient Private Wealth first reported a position in FBCG in Q1 2025 and has held it in 5 quarters since. The position peaked at $878K in Q1 2026. 318 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Corient Private Wealth held 5,852 shares of Fidelity Blue Chip Growth ETF worth $363K as of Q2 2026.
Corient Private Wealth sold 11,661 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $692K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2429 holding.
Corient Private Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 5 quarters since.
Corient Private Wealth's Fidelity Blue Chip Growth ETF position peaked at $878K in Q1 2026.
318 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.