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

Unique Wealth’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 Q3	$27.3M	Buy	432,413 +33,000	+8%	+$2.03M	3.12%	6
2026 Q2	$24.8M	Buy	399,413 +1,557	+0.4%	+$92.4K	2.89%	8
2026 Q1	$19.9M	Sell	397,856 -49,453	-11%	-$2.63M	2.76%	9
2025 Q4	$24.5M	Buy	447,309 +23,234	+5%	+$1.26M	3.42%	6
2025 Q3	$22.8M	Buy	424,075 +54,338	+15%	+$2.77M	3.34%	8
2025 Q2	$17.8M	Buy	369,737 +61,699	+20%	+$2.63M	2.88%	9
2025 Q1	$12.3M	Buy	308,038 +157,937	+105%	+$7.15M	2.33%	11
2024 Q4	$6.94M	Buy	150,101 +73,988	+97%	+$3.35M	1.45%	14
2024 Q3	$3.26M	Buy	+76,113	New	+$3.15M	0.75%	29

Other funds holding FBCG

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

BG Investment Services Hagatna, Guam $673M AUM 14.41% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Unique Wealth's FBCG Position: Q3 2026 in Review

Unique Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 8.3% in Q3 2026, buying an estimated $2.03M and bringing the position to 432,413 shares worth $27.3M. The position accounts for 3.12% of the portfolio, ranked #6.

Unique Wealth first reported a position in FBCG in Q3 2024 and has held it in 9 quarters since. 137 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

Unique Wealth held 432,413 shares of Fidelity Blue Chip Growth ETF worth $27.3M as of Q3 2026.
Unique Wealth bought 33,000 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $2.03M.
Fidelity Blue Chip Growth ETF made up 3.12% of Unique Wealth's portfolio in Q3 2026, its #6 holding.
Unique Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 9 quarters since.
137 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.