MAI Capital Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

MAI Capital Management’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	$14.3M	Buy	285,859 +70,364	+33%	+$3.74M	0.08%	217
2025 Q4	$11.8M	Sell	215,495 -7,249	-3%	-$393K	0.07%	241
2025 Q3	$12M	Buy	222,744 +222,533	+105,466%	+$11.3M	0.07%	227
2025 Q2	$10.2K	Hold	211	–	–	﹤0.01%	2718
2025 Q1	$8.45K	Hold	211	–	–	﹤0.01%	2557
2024 Q4	$9.78K	Buy	+211	New	+$9.56K	﹤0.01%	2521

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAI Capital Management's FBCG Position: Q1 2026 in Review

MAI Capital Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 33% in Q1 2026, buying an estimated $3.74M and bringing the position to 285,859 shares worth $14.3M. The position accounts for 0.08% of the portfolio, ranked #217.

MAI Capital Management first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

MAI Capital Management held 285,859 shares of Fidelity Blue Chip Growth ETF worth $14.3M as of Q1 2026.
MAI Capital Management bought 70,364 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $3.74M.
Fidelity Blue Chip Growth ETF made up 0.08% of MAI Capital Management's portfolio in Q1 2026, its #217 holding.
MAI Capital Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.