Summit Wealth Group (Colorado)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Summit Wealth Group (Colorado)’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	$2.73M	Sell	54,390 -640	-1%	-$34K	0.29%	47
2025 Q4	$3.02M	Buy	+55,030	New	+$2.99M	0.4%	37
2025 Q3	–	Sell	-56,921	Closed	-$2.75M	–	323
2025 Q2	$2.75M	Buy	+56,921	New	+$2.43M	0.69%	39

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

Summit Wealth Group (Colorado)'s FBCG Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.2% in Q1 2026, selling an estimated $34K and leaving 54,390 shares worth $2.73M. The position accounts for 0.29% of the portfolio, ranked #47.

Summit Wealth Group (Colorado) first reported a position in FBCG in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Summit Wealth Group (Colorado) held 54,390 shares of Fidelity Blue Chip Growth ETF worth $2.73M as of Q1 2026.
Summit Wealth Group (Colorado) sold 640 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $34K.
Fidelity Blue Chip Growth ETF made up 0.29% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #47 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and has held it in 3 quarters since.
Summit Wealth Group (Colorado)'s Fidelity Blue Chip Growth ETF position peaked at $3.02M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.