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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Forbes Financial Planning's FBCG Position: Q2 2026 in Review

Forbes Financial Planning reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 5.8% in Q2 2026, selling an estimated $83.6K and leaving 22,814 shares worth $1.42M. 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 6 quarters since. The position peaked at $4.48M in Q3 2025. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Forbes Financial Planning held 22,814 shares of Fidelity Blue Chip Growth ETF worth $1.42M as of Q2 2026.
Forbes Financial Planning sold 1,408 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $83.6K.
Fidelity Blue Chip Growth ETF made up 0.76% of Forbes Financial Planning's portfolio in Q2 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 6 quarters since.
Forbes Financial Planning's Fidelity Blue Chip Growth ETF position peaked at $4.48M in Q3 2025.
144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.