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

Sagespring 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	$342M	Sell	5,514,169 -127,875	-2%	-$7.59M	5.26%	3
2026 Q1	$283M	Sell	5,642,044 -1,526,025	-21%	-$81.2M	5.15%	3
2025 Q4	$350M	Sell	7,168,069 -8,885	-0.1%	-$482K	6.36%	2
2025 Q3	$343M	Buy	7,176,954 +948,594	+15%	+$48.3M	6.71%	1
2025 Q2	$300M	Buy	6,228,360 +34,333	+0.6%	+$1.46M	6.47%	1
2025 Q1	$248M	Buy	6,194,027 +889,959	+17%	+$40.3M	6.25%	2
2024 Q4	$245M	Buy	+5,304,068	New	+$240M	6.48%	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

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

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.3% in Q2 2026, selling an estimated $7.59M and leaving 5,514,169 shares worth $342M. The position accounts for 5.26% of the portfolio, ranked #3.

Sagespring Wealth Partners first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $350M in Q4 2025. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Sagespring Wealth Partners held 5,514,169 shares of Fidelity Blue Chip Growth ETF worth $342M as of Q2 2026.
Sagespring Wealth Partners sold 127,875 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $7.59M.
Fidelity Blue Chip Growth ETF made up 5.26% of Sagespring Wealth Partners's portfolio in Q2 2026, its #3 holding.
Sagespring Wealth Partners first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Fidelity Blue Chip Growth ETF position peaked at $350M in Q4 2025.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

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