GAFA
FBCG

Garton & Associates Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-918
Closed -$50.3K – 308
2025
Q4 		$50.3K Buy
+918
New +$49.8K 0.03% 372

Other funds holding FBCG

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 $6.51B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garton & Associates Financial Advisors's FBCG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 918 shares — an estimated $50.3K sold.

Garton & Associates Financial Advisors first reported a position in FBCG in Q4 2025 and held it in 1 quarter. The position peaked at $50.3K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 918 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $50.3K.
  • Garton & Associates Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $50.3K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.