MCM
FBCV

MAI Capital Management’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

MAI Capital Management’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$14.4K – 2939
2026
Q1 		$14.4K Hold
400
– – ﹤0.01% 2965
2025
Q4 		$14.3K Hold
400
– – ﹤0.01% 2685
2025
Q3 		$13.6K Sell
400
-278
-41% -$9.29K ﹤0.01% 2600
2025
Q2 		$22.2K Buy
678
+402
+146% +$12.7K ﹤0.01% 2303
2025
Q1 		$8.84K Buy
276
+1
+0.4% +$32 ﹤0.01% 2533
2024
Q4 		$8.7K Buy
+275
New +$9.02K ﹤0.01% 2572

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

MAI Capital Management's FBCV Position: Q2 2026 in Review

MAI Capital Management sold out of Fidelity Blue Chip Value ETF (FBCV) in Q2 2026, closing a stake of 400 shares — an estimated $14.4K sold.

MAI Capital Management first reported a position in FBCV in Q4 2024 and held it in 6 quarters. The position peaked at $22.2K in Q2 2025. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • MAI Capital Management reported no remaining Fidelity Blue Chip Value ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 400 Fidelity Blue Chip Value ETF shares in Q2 2026, an estimated $14.4K.
  • MAI Capital Management first reported a position in Fidelity Blue Chip Value ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Fidelity Blue Chip Value ETF position peaked at $22.2K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.