Per Stirling Capital Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Per Stirling Capital 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	$6.13M	Buy	122,241 +2,647	+2%	+$141K	0.68%	44
2025 Q4	$6.56M	Sell	119,594 -4,654	-4%	-$252K	0.74%	41
2025 Q3	$6.67M	Sell	124,248 -228	-0.2%	-$11.6K	0.8%	38
2025 Q2	$6M	Sell	124,476 -13,725	-10%	-$585K	0.78%	37
2025 Q1	$5.52M	Sell	138,201 -60,700	-31%	-$2.75M	0.79%	37
2024 Q4	$9.2M	Buy	198,901 +5,552	+3%	+$252K	1.31%	17
2024 Q3	$8.27M	Buy	193,349 +26,624	+16%	+$1.1M	1.15%	22
2024 Q2	$7.08M	Sell	166,725 -6,048	-4%	-$239K	1.14%	23
2024 Q1	$6.65M	Buy	172,773 +95,703	+124%	+$3.45M	1.11%	27
2023 Q4	$2.57M	Buy	77,070 +14,948	+24%	+$460K	0.47%	48
2023 Q3	$1.8M	Buy	62,122 +6,549	+12%	+$197K	0.37%	56
2023 Q2	$1.65M	Buy	+55,573	New	+$1.49M	0.34%	61

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

Per Stirling Capital Management's FBCG Position: Q1 2026 in Review

Per Stirling Capital Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.2% in Q1 2026, buying an estimated $141K and bringing the position to 122,241 shares worth $6.13M. The position accounts for 0.68% of the portfolio, ranked #44.

Per Stirling Capital Management first reported a position in FBCG in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.2M in Q4 2024. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Per Stirling Capital Management held 122,241 shares of Fidelity Blue Chip Growth ETF worth $6.13M as of Q1 2026.
Per Stirling Capital Management bought 2,647 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $141K.
Fidelity Blue Chip Growth ETF made up 0.68% of Per Stirling Capital Management's portfolio in Q1 2026, its #44 holding.
Per Stirling Capital Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2023 and has held it in 12 quarters since.
Per Stirling Capital Management's Fidelity Blue Chip Growth ETF position peaked at $9.2M in Q4 2024.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.