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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
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 $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MAI Capital Management held its Fidelity Blue Chip Value ETF (FBCV) position steady in Q1 2026 at 400 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

MAI Capital Management first reported a position in FBCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.2K in Q2 2025. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • MAI Capital Management held 400 shares of Fidelity Blue Chip Value ETF worth $14.4K as of Q1 2026.
  • MAI Capital Management left its Fidelity Blue Chip Value ETF share count unchanged in Q1 2026.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2965 holding.
  • MAI Capital Management first reported a position in Fidelity Blue Chip Value ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Fidelity Blue Chip Value ETF position peaked at $22.2K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

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