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

WCG Wealth Advisors’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	$2.12M	Sell	42,382 -220	-0.5%	-$11.7K	0.06%	264
2025 Q4	$2.34M	Sell	42,602 -604	-1%	-$32.8K	0.07%	238
2025 Q3	$2.32M	Buy	43,206 +13	+0%	+$662	0.15%	136
2025 Q2	$2.08M	Sell	43,193 -1,634	-4%	-$69.7K	0.13%	155
2025 Q1	$1.79M	Sell	44,827 -1,283	-3%	-$58K	0.14%	151
2024 Q4	$2.13M	Buy	46,110 +1,335	+3%	+$60.5K	0.14%	145
2024 Q3	$1.92M	Buy	44,775 +219	+0.5%	+$9.06K	0.13%	160
2024 Q2	$1.89M	Buy	44,556 +1,606	+4%	+$63.4K	0.14%	141
2024 Q1	$1.65M	Buy	42,950 +32,311	+304%	+$1.17M	0.14%	137
2023 Q4	$354K	Buy	+10,639	New	+$327K	0.03%	276

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 $79.5B AUM 27.1% 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

WCG Wealth Advisors's FBCG Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.52% in Q1 2026, selling an estimated $11.7K and leaving 42,382 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #264.

WCG Wealth Advisors first reported a position in FBCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

WCG Wealth Advisors held 42,382 shares of Fidelity Blue Chip Growth ETF worth $2.12M as of Q1 2026.
WCG Wealth Advisors sold 220 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $11.7K.
Fidelity Blue Chip Growth ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #264 holding.
WCG Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 10 quarters since.
WCG Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $2.34M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.