HAP
FBCG

Harbor Asset Planning’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Harbor Asset 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 		$170K Hold
2,730
– – 0.13% 112
2026
Q1 		$137K Hold
2,730
– – 0.12% 116
2025
Q4 		$150K Buy
2,730
+1
+0% +$54 0.13% 108
2025
Q3 		$146K Hold
2,729
– – 0.13% 107
2025
Q2 		$132K Buy
+2,729
New +$116K 0.13% 113

Other funds holding FBCG

Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Harbor Asset Planning's FBCG Position: Q2 2026 in Review

Harbor Asset Planning held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 2,730 shares worth $170K. The position accounts for 0.13% of the portfolio, ranked #112.

Harbor Asset Planning first reported a position in FBCG in Q2 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Harbor Asset Planning held 2,730 shares of Fidelity Blue Chip Growth ETF worth $170K as of Q2 2026.
  • Harbor Asset Planning left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up 0.13% of Harbor Asset Planning's portfolio in Q2 2026, its #112 holding.
  • Harbor Asset Planning first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.