Sax Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Sax Wealth Advisors’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	$9.69M	Buy	193,373 +5,738	+3%	+$341K	0.39%	49
2026 Q1	$10.3M	Hold	187,635	–	–	0.5%	31
2025 Q4	$10.3M	Buy	187,635 +41,430	+28%	+$2.25M	0.48%	34
2025 Q3	$7.85M	Buy	146,205 +39,408	+37%	+$2.01M	0.42%	40
2025 Q2	$5.15M	Buy	106,797 +23,524	+28%	+$1M	0.31%	54
2025 Q1	$3.33M	Buy	83,273 +38,396	+86%	+$1.74M	0.24%	60
2024 Q4	$2.08M	Buy	+44,877	New	+$2.03M	0.16%	72

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

Sax Wealth Advisors's FBCG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.1% in Q2 2026, buying an estimated $341K and bringing the position to 193,373 shares worth $9.69M. The position accounts for 0.39% of the portfolio, ranked #49.

Sax Wealth Advisors first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3M in Q1 2026. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Sax Wealth Advisors held 193,373 shares of Fidelity Blue Chip Growth ETF worth $9.69M as of Q2 2026.
Sax Wealth Advisors bought 5,738 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $341K.
Fidelity Blue Chip Growth ETF made up 0.39% of Sax Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Sax Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $10.3M in Q1 2026.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.