MSFP
FBCG icon

Mark Sheptoff Financial Planning’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Mark Sheptoff Financial 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
2026
Q1 		$74.4K Sell
1,250
-597
-32% -$31.8K 0.04% 154
2025
Q4 		$101K Hold
1,847
– – 0.05% 141
2025
Q3 		$99.1K Buy
1,847
+1,248
+208% +$63.6K 0.05% 140
2025
Q2 		$28.9K Sell
599
-231
-28% -$9.85K 0.02% 232
2025
Q1 		$33.2K Buy
830
+385
+87% +$17.4K 0.02% 199
2024
Q4 		$20.6K Buy
445
+2
+0.5% +$91 0.01% 257
2024
Q3 		$19K Sell
443
-1,343
-75% -$55.6K 0.01% 251
2024
Q2 		$75.8K Hold
1,786
– – 0.04% 156
2024
Q1 		$68.7K Buy
1,786
+443
+33% +$16K 0.04% 150
2023
Q4 		$44.7K Hold
1,343
– – 0.03% 169
2023
Q3 		$38.9K Buy
+1,343
New +$40.4K 0.03% 163

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