Mitchell McLeod Pugh & Williams’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Mitchell McLeod Pugh & Williams’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	$12.7M	Buy	203,998 +29,693	+17%	+$1.76M	1.56%	11
2026 Q1	$8.74M	Buy	174,305 +21,111	+14%	+$1.12M	1.29%	16
2025 Q4	$8.22M	Buy	153,194 +22,219	+17%	+$1.21M	1.17%	17
2025 Q3	$7.32M	Buy	130,975 +20,496	+19%	+$1.04M	1.18%	17
2025 Q2	$5.33M	Buy	110,479 +19,797	+22%	+$844K	0.99%	19
2025 Q1	$3.62M	Buy	90,682 +23,506	+35%	+$1.06M	0.75%	26
2024 Q4	$3.11M	Buy	67,176 +20,353	+43%	+$923K	0.65%	31
2024 Q3	$2M	Buy	46,823 +22,618	+93%	+$936K	0.42%	50
2024 Q2	$1.03M	Buy	+24,205	New	+$956K	0.23%	90

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

Mitchell McLeod Pugh & Williams's FBCG Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 17% in Q2 2026, buying an estimated $1.76M and bringing the position to 203,998 shares worth $12.7M. The position accounts for 1.56% of the portfolio, ranked #11.

Mitchell McLeod Pugh & Williams first reported a position in FBCG in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Mitchell McLeod Pugh & Williams held 203,998 shares of Fidelity Blue Chip Growth ETF worth $12.7M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 29,693 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.76M.
Fidelity Blue Chip Growth ETF made up 1.56% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #11 holding.
Mitchell McLeod Pugh & Williams first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.