SHP Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

SHP Wealth Management’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	$210K	Hold	3,380	–	–	0.01%	292
2026 Q1	$169K	Hold	3,380	–	–	0.01%	303
2025 Q4	$185K	Buy	+3,380	New	+$183K	0.01%	265

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 22.9% 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

SHP Wealth Management's FBCG Position: Q2 2026 in Review

SHP Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 3,380 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #292.

SHP Wealth Management first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

SHP Wealth Management held 3,380 shares of Fidelity Blue Chip Growth ETF worth $210K as of Q2 2026.
SHP Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
Fidelity Blue Chip Growth ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #292 holding.
SHP Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.