HP
FBCG

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

Holistic 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
2025
Q4 		– Sell
-5,028
Closed -$270K – 284
2025
Q3 		$270K Buy
+5,028
New +$256K 0.07% 193

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Holistic Planning's FBCG Position: Q4 2025 in Review

Holistic Planning sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025, closing a stake of 5,028 shares — an estimated $270K sold.

Holistic Planning first reported a position in FBCG in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 260 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

  • Holistic Planning reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Holistic Planning sold 5,028 Fidelity Blue Chip Growth ETF shares in Q4 2025, an estimated $270K.
  • Holistic Planning first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and held it in 1 quarter.
  • Holistic Planning's Fidelity Blue Chip Growth ETF position peaked at $270K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.