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

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

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

Meridian Wealth Management's FBCG Position: Q1 2026 in Review

Meridian Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q1 2026 at 28,000 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #292.

Meridian Wealth Management first reported a position in FBCG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q3 2023. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Meridian Wealth Management held 28,000 shares of Fidelity Blue Chip Growth ETF worth $1.4M as of Q1 2026.
Meridian Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q1 2026.
Fidelity Blue Chip Growth ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #292 holding.
Meridian Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2022 and has held it in 15 quarters since.
Meridian Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $1.62M in Q3 2023.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.