PS
FBCG

Portfolio Strategies’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Portfolio Strategies’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 		$37.4M Sell
746,596
-19,245
-3% -$1.02M 4.61% 10
2025
Q4 		$42M Buy
765,841
+7,334
+1% +$398K 4.86% 10
2025
Q3 		$40.7M Buy
758,507
+9,754
+1% +$497K 4.73% 10
2025
Q2 		$36.1M Buy
748,753
+74,628
+11% +$3.18M 4.71% 9
2025
Q1 		$26.9M Buy
674,125
+231,009
+52% +$10.5M 4.17% 12
2024
Q4 		$20.5M Buy
443,116
+10,695
+2% +$485K 2.91% 15
2024
Q3 		$18.5M Buy
+432,421
New +$17.9M 2.5% 15

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Portfolio Strategies's FBCG Position: Q1 2026 in Review

Portfolio Strategies reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.5% in Q1 2026, selling an estimated $1.02M and leaving 746,596 shares worth $37.4M. The position accounts for 4.61% of the portfolio, ranked #10.

Portfolio Strategies first reported a position in FBCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $42M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Portfolio Strategies held 746,596 shares of Fidelity Blue Chip Growth ETF worth $37.4M as of Q1 2026.
  • Portfolio Strategies sold 19,245 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.02M.
  • Fidelity Blue Chip Growth ETF made up 4.61% of Portfolio Strategies's portfolio in Q1 2026, its #10 holding.
  • Portfolio Strategies first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Portfolio Strategies's Fidelity Blue Chip Growth ETF position peaked at $42M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.