Sugar Maple Asset Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Sugar Maple Asset 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	$918K	Buy	18,320 +2,194	+14%	+$117K	0.56%	36
2025 Q4	$884K	Buy	+16,126	New	+$875K	0.59%	35
2025 Q2	–	Sell	-20,948	Closed	-$837K	–	79
2025 Q1	$837K	Buy	+20,948	New	+$948K	0.66%	29

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Sugar Maple Asset Management's FBCG Position: Q1 2026 in Review

Sugar Maple Asset Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 14% in Q1 2026, buying an estimated $117K and bringing the position to 18,320 shares worth $918K. The position accounts for 0.56% of the portfolio, ranked #36.

Sugar Maple Asset Management first reported a position in FBCG in Q1 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Sugar Maple Asset Management held 18,320 shares of Fidelity Blue Chip Growth ETF worth $918K as of Q1 2026.
Sugar Maple Asset Management bought 2,194 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $117K.
Fidelity Blue Chip Growth ETF made up 0.56% of Sugar Maple Asset Management's portfolio in Q1 2026, its #36 holding.
Sugar Maple Asset Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 3 quarters since.
265 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.