UBS Group
FBCV icon

UBS Group’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

UBS Group’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-540
Closed -$19.3K – 10692
2025
Q4 		$19.3K Sell
540
-2,464
-82% -$86.1K ﹤0.01% 7812
2025
Q3 		$102K Buy
3,004
+876
+41% +$29.3K ﹤0.01% 7111
2025
Q2 		$69.7K Buy
+2,128
New +$67.3K ﹤0.01% 7518
2025
Q1 		– Sell
-1
Closed -$32 – 10355
2024
Q4 		$32 Sell
1
-548
-100% -$18K ﹤0.01% 9746
2024
Q3 		$17.9K Sell
549
-1,565
-74% -$49.2K ﹤0.01% 7427
2024
Q2 		$63.5K Buy
2,114
+2,086
+7,450% +$63.2K ﹤0.01% 6500
2024
Q1 		$874 Buy
+28
New +$830 ﹤0.01% 8326
2023
Q3 		– Sell
-612
Closed -$17.1K – 9599
2023
Q2 		$17.1K Sell
612
-10,039
-94% -$277K ﹤0.01% 6943
2023
Q1 		$290K Sell
10,651
-2,200
-17% -$61.3K ﹤0.01% 5109
2022
Q4 		$362K Sell
12,851
-383
-3% -$10.6K ﹤0.01% 4968
2022
Q3 		$335K Buy
13,234
+13,057
+7,377% +$359K ﹤0.01% 4683
2022
Q2 		$5K Buy
+177
New +$5K ﹤0.01% 8866
2021
Q3 		– Sell
-2,405
Closed -$68K – 9696
2021
Q2 		$68K Buy
+2,405
New +$68K ﹤0.01% 6163
2021
Q1 		– Sell
-2,037
Closed -$49K – 9118
2020
Q4 		$49K Buy
2,037
+386
+23% +$8.75K ﹤0.01% 6196
2020
Q3 		$34K Buy
1,651
+475
+40% +$9.77K ﹤0.01% 5907
2020
Q2 		$23K Buy
+1,176
New +$23.7K ﹤0.01% 6460

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's FBCV Position: Q1 2026 in Review

UBS Group sold out of Fidelity Blue Chip Value ETF (FBCV) in Q1 2026, closing a stake of 540 shares — an estimated $19.3K sold.

UBS Group first reported a position in FBCV in Q2 2020 and held it in 16 quarters. The position peaked at $362K in Q4 2022. 43 funds tracked by Wall St. Rank hold FBCV as of Q1 2026.

  • UBS Group reported no remaining Fidelity Blue Chip Value ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 540 Fidelity Blue Chip Value ETF shares in Q1 2026, an estimated $19.3K.
  • UBS Group first reported a position in Fidelity Blue Chip Value ETF in Q2 2020 and held it in 16 quarters.
  • UBS Group's Fidelity Blue Chip Value ETF position peaked at $362K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.