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 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 -259	-72%	-$7.68K	﹤0.01%	6993
2023 Q4	$10.5K	Buy	360 +180	+100%	+$5.01K	﹤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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's FBCV Position: Q1 2026 in Review

Morgan Stanley reduced its Fidelity Blue Chip Value ETF (FBCV) stake by 15% in Q1 2026, selling an estimated $365K and leaving 56,249 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4760.

Morgan Stanley first reported a position in FBCV in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.36M in Q4 2025. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

Morgan Stanley held 56,249 shares of Fidelity Blue Chip Value ETF worth $2.02M as of Q1 2026.
Morgan Stanley sold 9,895 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $365K.
Fidelity Blue Chip Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4760 holding.
Morgan Stanley first reported a position in Fidelity Blue Chip Value ETF in Q2 2022 and has held it in 16 quarters since.
Morgan Stanley's Fidelity Blue Chip Value ETF position peaked at $2.36M in Q4 2025.
43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.