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

Harbor 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	$413K	Hold	6,650	–	–	0.03%	322
2026 Q1	$333K	Hold	6,650	–	–	0.03%	334
2025 Q4	$365K	Hold	6,650	–	–	0.03%	323
2025 Q3	$357K	Hold	6,650	–	–	0.03%	317
2025 Q2	$321K	Sell	6,650 -200	-3%	-$8.53K	0.03%	320
2025 Q1	$274K	Sell	6,850 -200	-3%	-$9.05K	0.03%	324
2024 Q4	$326K	Hold	7,050	–	–	0.03%	290
2024 Q3	$302K	Hold	7,050	–	–	0.03%	288
2024 Q2	$299K	Buy	7,050 +200	+3%	+$7.9K	0.03%	281
2024 Q1	$264K	Buy	6,850 +700	+11%	+$25.3K	0.03%	299
2023 Q4	$205K	Buy	6,150 +1,050	+21%	+$32.3K	0.02%	324
2023 Q3	$148K	Hold	5,100	–	–	0.02%	348
2023 Q2	$152K	Buy	+5,100	New	+$137K	0.02%	405

Other funds holding FBCG

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return