CWM
FBCG

Crowley Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-409
Closed -$21.9K – 133
2025
Q3 		$21.9K Buy
+409
New +$20.8K 0.02% 214

Other funds holding FBCG

AF
Align Financial Hermantown, Minnesota $202M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crowley Wealth Management's FBCG Position: Q4 2025 in Review

Crowley Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025, closing a stake of 409 shares — an estimated $21.9K sold.

Crowley Wealth Management first reported a position in FBCG in Q3 2025 and held it in 1 quarter. The position peaked at $21.9K in Q3 2025. 258 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

  • Crowley Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 409 Fidelity Blue Chip Growth ETF shares in Q4 2025, an estimated $21.9K.
  • Crowley Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and held it in 1 quarter.
  • Crowley Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $21.9K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.