KOMWMG
FBCG icon

Kerntke Otto McGlone Wealth Management Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$941K Buy
18,770
+2,501
+15% +$133K 0.64% 31
2025
Q4 		$892K Buy
16,269
+2,052
+14% +$111K 0.63% 32
2025
Q3 		$763K Buy
14,217
+1,549
+12% +$78.9K 0.58% 35
2025
Q2 		$611K Buy
12,668
+1,750
+16% +$74.7K 0.48% 40
2025
Q1 		$436K Buy
10,918
+2,001
+22% +$90.5K 0.38% 44
2024
Q4 		$413K Buy
8,917
+166
+2% +$7.52K 0.3% 47
2024
Q3 		$374K Sell
8,751
-1,681
-16% -$69.5K 0.31% 49
2024
Q2 		$443K Sell
10,432
-120
-1% -$4.74K 0.41% 39
2024
Q1 		$406K Buy
10,552
+1,790
+20% +$64.6K 0.4% 43
2023
Q4 		$292K Buy
+8,762
New +$270K 0.29% 51

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 $1.47T 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 $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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