OPS
FBCG icon

Orion Portfolio Solutions’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$338K Sell
8,444
-5,556
-40% -$251K ﹤0.01% 1579
2024
Q4 		$648K Buy
14,000
+2,171
+18% +$98.4K 0.01% 1253
2024
Q3 		$506K Buy
11,829
+1,338
+13% +$55.4K 0.01% 1330
2024
Q2 		$445K Sell
10,491
-1,289
-11% -$50.9K ﹤0.01% 1310
2024
Q1 		$453K Buy
11,780
+2,106
+22% +$76K ﹤0.01% 1304
2023
Q4 		$321K Sell
9,674
-3,549
-27% -$109K ﹤0.01% 1384
2023
Q3 		$383K Buy
+13,223
New +$398K ﹤0.01% 1296
2023
Q2 		– Sell
-16,150
Closed -$411K – 1638
2023
Q1 		$411K Buy
+16,150
New +$382K 0.01% 1209

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 $1.56T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return