Roxbury Financial’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Roxbury Financial’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	$5.09M	Buy	82,001 +681	+0.8%	+$40.4K	4.03%	3
2026 Q1	$4.08M	Buy	81,320 +142	+0.2%	+$7.55K	3.66%	3
2025 Q4	$4.45M	Sell	81,178 -4,106	-5%	-$223K	3.99%	3
2025 Q3	$4.58M	Sell	85,284 -5,230	-6%	-$266K	4.23%	2
2025 Q2	$4.37M	Buy	90,514 +2,974	+3%	+$127K	4.25%	2
2025 Q1	$3.93M	Buy	87,540 +5,857	+7%	+$265K	3.85%	2
2024 Q4	$3.76M	Buy	+81,683	New	+$3.7M	3.62%	2

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

Roxbury Financial's FBCG Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.84% in Q2 2026, buying an estimated $40.4K and bringing the position to 82,001 shares worth $5.09M. The position accounts for 4.03% of the portfolio, ranked #3.

Roxbury Financial first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Roxbury Financial held 82,001 shares of Fidelity Blue Chip Growth ETF worth $5.09M as of Q2 2026.
Roxbury Financial bought 681 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $40.4K.
Fidelity Blue Chip Growth ETF made up 4.03% of Roxbury Financial's portfolio in Q2 2026, its #3 holding.
Roxbury Financial first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.