Forbes Financial Planning’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Forbes Financial Planning’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 Q3	$1.39M	Sell	22,006 -808	-4%	-$49.8K	0.76%	21
2026 Q2	$1.42M	Sell	22,814 -1,408	-6%	-$83.6K	0.76%	21
2026 Q1	$1.21M	Sell	24,222 -580	-2%	-$30.9K	0.7%	21
2025 Q4	$1.36M	Sell	24,802 -57,744	-70%	-$3.13M	0.8%	21
2025 Q3	$4.48M	Buy	82,546 +1,346	+2%	+$68.5K	2.96%	15
2025 Q2	$3.92M	Buy	+81,200	New	+$3.46M	2.65%	16
2025 Q1	–	Sell	-49,175	Closed	-$2.27M	–	32
2024 Q4	$2.27M	Buy	+49,175	New	+$2.23M	1.1%	20

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

Forbes Financial Planning's FBCG Position: Q3 2026 in Review

Forbes Financial Planning reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.5% in Q3 2026, selling an estimated $49.8K and leaving 22,006 shares worth $1.39M. The position accounts for 0.76% of the portfolio, ranked #21.

Forbes Financial Planning first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.48M in Q3 2025. 309 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

Forbes Financial Planning held 22,006 shares of Fidelity Blue Chip Growth ETF worth $1.39M as of Q3 2026.
Forbes Financial Planning sold 808 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $49.8K.
Fidelity Blue Chip Growth ETF made up 0.76% of Forbes Financial Planning's portfolio in Q3 2026, its #21 holding.
Forbes Financial Planning first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
Forbes Financial Planning's Fidelity Blue Chip Growth ETF position peaked at $4.48M in Q3 2025.
309 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.