GIA
FBCG

Goodwin Investment Advisory’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Goodwin Investment Advisory’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 		– Sell
-836,772
Closed -$41.9M – 29
2026
Q1 		$41.9M Sell
836,772
-40,624
-5% -$2.16M 49.93% 1
2025
Q4 		$48.1M Sell
877,396
-84,384
-9% -$4.58M 52.82% 1
2025
Q3 		$51.6M Buy
961,780
+23,779
+3% +$1.21M 55.34% 1
2025
Q2 		$45.2M Buy
938,001
+296,321
+46% +$12.6M 52.25% 1
2025
Q1 		$25.6M Sell
641,680
-1,040,286
-62% -$47.1M 39.84% 1
2024
Q4 		$77.7M Sell
1,681,966
-89,227
-5% -$4.04M 40.69% 1
2024
Q3 		$75.8M Buy
1,771,193
+35,181
+2% +$1.46M 32.79% 1
2024
Q2 		$73.7M Sell
1,736,012
-95,227
-5% -$3.76M 33.81% 1
2024
Q1 		$70.4M Buy
1,831,239
+48,361
+3% +$1.74M 33.22% 1
2023
Q4 		$59.4M Sell
1,782,878
-36,437
-2% -$1.12M 30.88% 1
2023
Q3 		$52.7M Buy
1,819,315
+18,281
+1% +$551K 31.17% 1
2023
Q2 		$53.6M Sell
1,801,034
-264,136
-13% -$7.09M 31.28% 1
2023
Q1 		$52.6M Buy
2,065,170
+43,237
+2% +$1.02M 34.29% 1
2022
Q4 		$42.6M Buy
2,021,933
+2,020,203
+116,775% +$44.5M 30.26% 1
2022
Q3 		$37K Hold
1,730
– – 0.03% 101
2022
Q2 		$37.6K Hold
1,730
– – 0.03% 82
2022
Q1 		$52K Buy
+1,730
New +$51.8K 0.04% 79

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goodwin Investment Advisory's FBCG Position: Q2 2026 in Review

Goodwin Investment Advisory sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026, closing a stake of 836,772 shares — an estimated $41.9M sold.

Goodwin Investment Advisory first reported a position in FBCG in Q1 2022 and held it in 17 quarters. The position peaked at $77.7M in Q4 2024. 316 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Goodwin Investment Advisory reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Goodwin Investment Advisory sold 836,772 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $41.9M.
  • Goodwin Investment Advisory first reported a position in Fidelity Blue Chip Growth ETF in Q1 2022 and held it in 17 quarters.
  • Goodwin Investment Advisory's Fidelity Blue Chip Growth ETF position peaked at $77.7M in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.