Woodard & Company Asset Management Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Woodard & Company Asset Management Group’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	$255K	Buy	4,113 +110	+3%	+$6.53K	0.04%	109
2026 Q1	$201K	Sell	4,003 -3,800	-49%	-$202K	0.03%	114
2025 Q4	$428K	Buy	+7,803	New	+$423K	0.07%	83

Other funds holding FBCG

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Woodard & Company Asset Management Group's FBCG Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.7% in Q2 2026, buying an estimated $6.53K and bringing the position to 4,113 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #109.

Woodard & Company Asset Management Group first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 223 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Woodard & Company Asset Management Group held 4,113 shares of Fidelity Blue Chip Growth ETF worth $255K as of Q2 2026.
Woodard & Company Asset Management Group bought 110 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $6.53K.
Fidelity Blue Chip Growth ETF made up 0.04% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #109 holding.
Woodard & Company Asset Management Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
Woodard & Company Asset Management Group's Fidelity Blue Chip Growth ETF position peaked at $428K in Q4 2025.
223 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.