MMPW
FBCG icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return