Morgan Stanley
FBCV

Morgan Stanley’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Morgan Stanley’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.79M Buy
145,295
+89,046
+158% +$3.42M ﹤0.01% 4126
2026
Q1 		$2.02M Sell
56,249
-9,895
-15% -$365K ﹤0.01% 4760
2025
Q4 		$2.36M Buy
66,144
+7,966
+14% +$279K ﹤0.01% 4691
2025
Q3 		$1.98M Buy
58,178
+32,190
+124% +$1.08M ﹤0.01% 4795
2025
Q2 		$851K Buy
25,988
+15,209
+141% +$481K ﹤0.01% 5189
2025
Q1 		$345K Buy
10,779
+6,647
+161% +$213K ﹤0.01% 5501
2024
Q4 		$131K Buy
4,132
+92
+2% +$3.02K ﹤0.01% 5950
2024
Q3 		$132K Buy
4,040
+3,939
+3,900% +$124K ﹤0.01% 5889
2024
Q2 		$3.03K Hold
101
– – ﹤0.01% 6978
2024
Q1 		$3.17K Sell
101
-79
-44% -$2.34K ﹤0.01% 6993
2023
Q4 		$5.25K Hold
180
– – ﹤0.01% 6825
2023
Q3 		$4.95K Sell
180
-15
-8% -$424 ﹤0.01% 6918
2023
Q2 		$5.44K Sell
195
-365
-65% -$10.1K ﹤0.01% 6969
2023
Q1 		$15.3K Hold
560
– – ﹤0.01% 6730
2022
Q4 		$15.8K Sell
560
-455
-45% -$12.6K ﹤0.01% 6774
2022
Q3 		$26K Sell
1,015
-90
-8% -$2.48K ﹤0.01% 6673
2022
Q2 		$30K Buy
+1,105
New +$31.2K ﹤0.01% 6833

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley's FBCV Position: Q2 2026 in Review

Morgan Stanley increased its Fidelity Blue Chip Value ETF (FBCV) stake by 158% in Q2 2026, buying an estimated $3.42M and bringing the position to 145,295 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

Morgan Stanley first reported a position in FBCV in Q2 2022 and has held it in 17 quarters since. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • Morgan Stanley held 145,295 shares of Fidelity Blue Chip Value ETF worth $5.79M as of Q2 2026.
  • Morgan Stanley bought 89,046 Fidelity Blue Chip Value ETF shares in Q2 2026, an estimated $3.42M.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4126 holding.
  • Morgan Stanley first reported a position in Fidelity Blue Chip Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.