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MWM
Meridian Wealth Management’s
Fidelity Blue Chip Growth ETF
FBCG
Stock Holding History
Meridian Wealth Management’s Portfolio
FBCG Stock Details
FBCG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.4M
Hold
28,000
–
–
0.05%
292
2025
Q4
$1.54M
Sell
28,000
-82
-0.3%
-$4.45K
0.05%
270
2025
Q3
$1.51M
Sell
28,082
-234
-0.8%
-$11.9K
0.06%
260
2025
Q2
$1.37M
Hold
28,316
–
–
0.06%
258
2025
Q1
$1.13M
Hold
28,316
–
–
0.05%
272
2024
Q4
$1.31M
Hold
28,316
–
–
0.06%
241
2024
Q3
$1.21M
Buy
+28,316
New
+$1.17M
0.06%
250
2024
Q2
–
Sell
-28,316
Closed
-$1.09M
–
365
2024
Q1
$1.09M
Buy
28,316
+316
+1%
+$11.4K
0.18%
89
2023
Q4
$933K
Sell
28,000
-28,000
-50%
-$862K
0.06%
272
2023
Q3
$1.62M
Buy
56,000
+28,000
+100%
+$843K
0.1%
176
2023
Q2
$833K
Hold
28,000
–
–
0.07%
231
2023
Q1
$713K
Hold
28,000
–
–
0.06%
257
2022
Q4
$591K
Hold
28,000
–
–
0.06%
280
2022
Q3
$601K
Hold
28,000
–
–
0.06%
251
2022
Q2
$608K
Buy
+28,000
New
+$701K
0.05%
315
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$1.9T AUM
41.92%
1-Year Est. Return
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
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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