YIA
FBCG

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

YHB Investment 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
Q2 		$359K Hold
5,785
– – 0.02% 249
2026
Q1 		$290K Buy
+5,785
New +$308K 0.02% 263

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

YHB Investment Advisors's FBCG Position: Q2 2026 in Review

YHB Investment Advisors held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 5,785 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #249.

YHB Investment Advisors first reported a position in FBCG in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • YHB Investment Advisors held 5,785 shares of Fidelity Blue Chip Growth ETF worth $359K as of Q2 2026.
  • YHB Investment Advisors left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
  • Fidelity Blue Chip Growth ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • YHB Investment Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.