Milestone Investment Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Milestone Investment Advisors’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 Q2	$3.36M	Buy	54,110 +13,524	+33%	+$803K	0.73%	37
2026 Q1	$2.03M	Buy	40,586 +8,992	+28%	+$478K	0.49%	42
2025 Q4	$1.73M	Buy	31,594 +1,005	+3%	+$54.5K	0.42%	42
2025 Q3	$1.64M	Buy	30,589 +509	+2%	+$25.9K	0.41%	43
2025 Q2	$1.45M	Buy	30,080 +14,156	+89%	+$604K	0.38%	45
2025 Q1	$636K	Buy	+15,924	New	+$720K	0.18%	57

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Investment Advisors's FBCG Position: Q2 2026 in Review

Milestone Investment Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 33% in Q2 2026, buying an estimated $803K and bringing the position to 54,110 shares worth $3.36M. The position accounts for 0.73% of the portfolio, ranked #37.

Milestone Investment Advisors first reported a position in FBCG in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Milestone Investment Advisors held 54,110 shares of Fidelity Blue Chip Growth ETF worth $3.36M as of Q2 2026.
Milestone Investment Advisors bought 13,524 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $803K.
Fidelity Blue Chip Growth ETF made up 0.73% of Milestone Investment Advisors's portfolio in Q2 2026, its #37 holding.
Milestone Investment Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.