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

Win 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
2025 Q4	–	Sell	-39,904	Closed	-$2.14M	–	85
2025 Q3	$2.14M	Buy	+39,904	New	+$2.03M	1.04%	20
2025 Q1	–	Sell	-233,933	Closed	-$10.8M	–	60
2024 Q4	$10.8M	Sell	233,933 -39,405	-14%	-$1.79M	5.24%	5
2024 Q3	$11.7M	Buy	273,338 +222,435	+437%	+$9.2M	5.49%	4
2024 Q2	$2.16M	Sell	50,903 -337,043	-87%	-$13.3M	0.96%	25
2024 Q1	$14.9M	Buy	+387,946	New	+$14M	6.57%	4
2023 Q1	–	Sell	-955	Closed	-$20.1K	–	69
2022 Q4	$20.1K	Sell	955 -313	-25%	-$6.9K	0.01%	89
2022 Q3	$27K	Sell	1,268 -178	-12%	-$4.27K	0.01%	44
2022 Q2	$32K	Sell	1,446 -1,364	-49%	-$34.1K	0.06%	62
2022 Q1	$85K	Sell	2,810 -123,310	-98%	-$3.69M	0.02%	81
2021 Q4	$4.37M	Buy	+126,120	New	+$4.37M	1%	22

Other funds holding FBCG

Align Financial Hermantown, Minnesota $202M AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Win Advisors's FBCG Position: Q4 2025 in Review

Win Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025, closing a stake of 39,904 shares — an estimated $2.14M sold.

Win Advisors first reported a position in FBCG in Q4 2021 and held it in 10 quarters. The position peaked at $14.9M in Q1 2024. 258 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

Win Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 39,904 Fidelity Blue Chip Growth ETF shares in Q4 2025, an estimated $2.14M.
Win Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 and held it in 10 quarters.
Win Advisors's Fidelity Blue Chip Growth ETF position peaked at $14.9M in Q1 2024.
258 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.