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

Quotient Wealth 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	$4.83M	Buy	77,694 +6,133	+9%	+$364K	0.11%	55
2026 Q1	$3.59M	Buy	71,561 +14,285	+25%	+$760K	0.09%	61
2025 Q4	$3.14M	Buy	57,276 +10,069	+21%	+$546K	0.08%	62
2025 Q3	$2.53M	Sell	47,207 -1,730	-4%	-$88.1K	0.07%	69
2025 Q2	$2.36M	Buy	48,937 +5,583	+13%	+$238K	0.07%	67
2025 Q1	$1.73M	Buy	43,354 +4,611	+12%	+$209K	0.06%	78
2024 Q4	$1.79M	Buy	38,743 +18,865	+95%	+$855K	0.06%	68
2024 Q3	$850K	Buy	19,878 +4,495	+29%	+$186K	0.03%	122
2024 Q2	$653K	Buy	+15,383	New	+$607K	0.02%	143

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

Quotient Wealth Partners's FBCG Position: Q2 2026 in Review

Quotient Wealth Partners increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 8.6% in Q2 2026, buying an estimated $364K and bringing the position to 77,694 shares worth $4.83M. The position accounts for 0.11% of the portfolio, ranked #55.

Quotient Wealth Partners first reported a position in FBCG in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Quotient Wealth Partners held 77,694 shares of Fidelity Blue Chip Growth ETF worth $4.83M as of Q2 2026.
Quotient Wealth Partners bought 6,133 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $364K.
Fidelity Blue Chip Growth ETF made up 0.11% of Quotient Wealth Partners's portfolio in Q2 2026, its #55 holding.
Quotient Wealth Partners first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.