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 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 $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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 21% in Q1 2026, selling an estimated $81.2M and leaving 5,642,044 shares worth $283M. The position accounts for 5.15% of the portfolio, ranked #3.

Sagespring Wealth Partners first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $350M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Sagespring Wealth Partners held 5,642,044 shares of Fidelity Blue Chip Growth ETF worth $283M as of Q1 2026.
Sagespring Wealth Partners sold 1,526,025 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $81.2M.
Fidelity Blue Chip Growth ETF made up 5.15% of Sagespring Wealth Partners's portfolio in Q1 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 6 quarters since.
Sagespring Wealth Partners's Fidelity Blue Chip Growth ETF position peaked at $350M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.