PUREfi Wealth’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

PUREfi Wealth’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	$1.84M	Buy	36,775 +5,143	+16%	+$274K	1.21%	18
2025 Q4	$1.73M	Sell	31,632 -2,083	-6%	-$113K	1.33%	17
2025 Q3	$1.81M	Buy	33,715 +2,076	+7%	+$106K	1.39%	14
2025 Q2	$1.53M	Buy	31,639 +13,584	+75%	+$579K	1.22%	15
2025 Q1	$722K	Buy	18,055 +5,543	+44%	+$251K	0.72%	32
2024 Q4	$579K	Buy	+12,512	New	+$567K	0.57%	40

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 $71.6B AUM 21.08% 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

PUREfi Wealth's FBCG Position: Q1 2026 in Review

PUREfi Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 16% in Q1 2026, buying an estimated $274K and bringing the position to 36,775 shares worth $1.84M. The position accounts for 1.21% of the portfolio, ranked #18.

PUREfi Wealth first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

PUREfi Wealth held 36,775 shares of Fidelity Blue Chip Growth ETF worth $1.84M as of Q1 2026.
PUREfi Wealth bought 5,143 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $274K.
Fidelity Blue Chip Growth ETF made up 1.21% of PUREfi Wealth's portfolio in Q1 2026, its #18 holding.
PUREfi Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.