O'Shaughnessy Asset Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

O'Shaughnessy Asset Management’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	$187K	Buy	3,729 +1,428	+62%	+$76K	﹤0.01%	2013
2025 Q4	$126K	Buy	2,301 +501	+28%	+$27.2K	﹤0.01%	2081
2025 Q3	$96.6K	Sell	1,800 -4	-0.2%	-$204	﹤0.01%	2098
2025 Q2	$87K	Buy	1,804 +1,654	+1,103%	+$70.6K	﹤0.01%	1976
2025 Q1	$6K	Buy	150 +103	+219%	+$4.66K	﹤0.01%	2161
2024 Q4	$2.17K	Buy	+47	New	+$2.13K	﹤0.01%	2134

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

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

O'Shaughnessy Asset Management's FBCG Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 62% in Q1 2026, buying an estimated $76K and bringing the position to 3,729 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

O'Shaughnessy Asset Management first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

O'Shaughnessy Asset Management held 3,729 shares of Fidelity Blue Chip Growth ETF worth $187K as of Q1 2026.
O'Shaughnessy Asset Management bought 1,428 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $76K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2013 holding.
O'Shaughnessy Asset Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.