SWM
FBCG

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's FBCG Position: Q1 2026 in Review

SHP Wealth Management held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q1 2026 at 3,380 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #303.

SHP Wealth Management first reported a position in FBCG in Q4 2025 and has held it in 2 quarters since. The position peaked at $185K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • SHP Wealth Management held 3,380 shares of Fidelity Blue Chip Growth ETF worth $169K as of Q1 2026.
  • SHP Wealth Management left its Fidelity Blue Chip Growth ETF share count unchanged in Q1 2026.
  • Fidelity Blue Chip Growth ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #303 holding.
  • SHP Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $185K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.