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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

Unique Wealth's FBCG Position: Q2 2026 in Review

Unique Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.39% in Q2 2026, buying an estimated $92.4K and bringing the position to 399,413 shares worth $24.8M. The position accounts for 2.89% of the portfolio, ranked #8.

Unique Wealth first reported a position in FBCG in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Unique Wealth held 399,413 shares of Fidelity Blue Chip Growth ETF worth $24.8M as of Q2 2026.
  • Unique Wealth bought 1,557 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $92.4K.
  • Fidelity Blue Chip Growth ETF made up 2.89% of Unique Wealth's portfolio in Q2 2026, its #8 holding.
  • Unique Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.