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 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 $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

Quotient Wealth Partners's FBCG Position: Q1 2026 in Review

Quotient Wealth Partners increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 25% in Q1 2026, buying an estimated $760K and bringing the position to 71,561 shares worth $3.59M. The position accounts for 0.09% of the portfolio, ranked #61.

Quotient Wealth Partners first reported a position in FBCG in Q2 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Quotient Wealth Partners held 71,561 shares of Fidelity Blue Chip Growth ETF worth $3.59M as of Q1 2026.
Quotient Wealth Partners bought 14,285 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $760K.
Fidelity Blue Chip Growth ETF made up 0.09% of Quotient Wealth Partners's portfolio in Q1 2026, its #61 holding.
Quotient Wealth Partners first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 8 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.