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 Q1	$878K	Buy	17,513 +1,687	+11%	+$89.8K	﹤0.01%	1725
2025 Q4	$868K	Buy	15,826 +7,845	+98%	+$426K	﹤0.01%	1962
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 $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

Corient Private Wealth's FBCG Position: Q1 2026 in Review

Corient Private Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 11% in Q1 2026, buying an estimated $89.8K and bringing the position to 17,513 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Corient Private Wealth first reported a position in FBCG in Q1 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Corient Private Wealth held 17,513 shares of Fidelity Blue Chip Growth ETF worth $878K as of Q1 2026.
Corient Private Wealth bought 1,687 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $89.8K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1725 holding.
Corient Private Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.