&Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

&Partners’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 Q2	$16.4M	Sell	265,078 -4,979	-2%	-$296K	0.07%	268
2026 Q1	$13.6M	Sell	270,057 -7,364	-3%	-$392K	0.07%	269
2025 Q4	$15.1M	Buy	277,421 +1,243	+0.5%	+$67.4K	0.08%	235
2025 Q3	$14.8M	Sell	276,178 -2,827	-1%	-$144K	0.1%	202
2025 Q2	$13.5M	Sell	279,005 -3,001	-1%	-$128K	0.1%	189
2025 Q1	$11.3M	Sell	282,006 -7,451	-3%	-$337K	0.12%	164
2024 Q4	$13.4M	Buy	289,457 +6,901	+2%	+$313K	0.16%	131
2024 Q3	$12.1M	Sell	282,556 -13,505	-5%	-$559K	0.23%	101
2024 Q2	$12.6M	Buy	296,061 +24	+0%	+$948	0.55%	35
2024 Q1	$11.4M	Sell	296,037 -11,224	-4%	-$405K	1.57%	11
2023 Q4	$10.2M	Sell	307,261 -19,869	-6%	-$611K	2.49%	9
2023 Q3	$9.45M	Sell	327,130 -21,166	-6%	-$637K	4.41%	6
2023 Q2	$10.2M	Sell	348,296 -6,387	-2%	-$171K	4.58%	6
2023 Q1	$9.12M	Buy	354,683 +1,791	+0.5%	+$42.3K	4.38%	6
2022 Q4	$7.44M	Buy	352,892 +315,605	+846%	+$6.96M	3.7%	6
2022 Q3	$800K	Buy	37,287 +29,290	+366%	+$702K	0.46%	51
2022 Q2	$232K	Buy	+7,997	New	+$200K	0.13%	149

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners's FBCG Position: Q2 2026 in Review

&Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.8% in Q2 2026, selling an estimated $296K and leaving 265,078 shares worth $16.4M. The position accounts for 0.07% of the portfolio, ranked #268.

&Partners first reported a position in FBCG in Q2 2022 and has held it in 17 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

&Partners held 265,078 shares of Fidelity Blue Chip Growth ETF worth $16.4M as of Q2 2026.
&Partners sold 4,979 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $296K.
Fidelity Blue Chip Growth ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #268 holding.
&Partners first reported a position in Fidelity Blue Chip Growth ETF in Q2 2022 and has held it in 17 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.