&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 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 $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

&Partners's FBCG Position: Q1 2026 in Review

&Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.7% in Q1 2026, selling an estimated $392K and leaving 270,057 shares worth $13.6M. The position accounts for 0.07% of the portfolio, ranked #269.

&Partners first reported a position in FBCG in Q2 2022 and has held it in 16 quarters since. The position peaked at $15.1M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

&Partners held 270,057 shares of Fidelity Blue Chip Growth ETF worth $13.6M as of Q1 2026.
&Partners sold 7,364 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $392K.
Fidelity Blue Chip Growth ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #269 holding.
&Partners first reported a position in Fidelity Blue Chip Growth ETF in Q2 2022 and has held it in 16 quarters since.
&Partners's Fidelity Blue Chip Growth ETF position peaked at $15.1M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.