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 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

Mark Sheptoff Financial Planning's FBCG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 32% in Q1 2026, selling an estimated $31.8K and leaving 1,250 shares worth $74.4K. The position accounts for 0.04% of the portfolio, ranked #154.

Mark Sheptoff Financial Planning first reported a position in FBCG in Q3 2023 and has held it in 11 quarters since. The position peaked at $101K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Mark Sheptoff Financial Planning held 1,250 shares of Fidelity Blue Chip Growth ETF worth $74.4K as of Q1 2026.
Mark Sheptoff Financial Planning sold 597 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $31.8K.
Fidelity Blue Chip Growth ETF made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #154 holding.
Mark Sheptoff Financial Planning first reported a position in Fidelity Blue Chip Growth ETF in Q3 2023 and has held it in 11 quarters since.
Mark Sheptoff Financial Planning's Fidelity Blue Chip Growth ETF position peaked at $101K in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.