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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's FBCG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 40% in Q1 2025, selling an estimated $251K and leaving 8,444 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Orion Portfolio Solutions first reported a position in FBCG in Q1 2023 and has held it in 8 quarters since. The position peaked at $648K in Q4 2024. 197 funds tracked by Wall St. Rank hold FBCG as of Q1 2025.

Orion Portfolio Solutions held 8,444 shares of Fidelity Blue Chip Growth ETF worth $338K as of Q1 2025.
Orion Portfolio Solutions sold 5,556 Fidelity Blue Chip Growth ETF shares in Q1 2025, an estimated $251K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1579 holding.
Orion Portfolio Solutions first reported a position in Fidelity Blue Chip Growth ETF in Q1 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's Fidelity Blue Chip Growth ETF position peaked at $648K in Q4 2024.
197 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.