Holos Integrated Wealth LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 2080096
KENNETT SQUARE, PA
Position in FBCG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,069,393
-$344,788 QoQ
Shares Held
81,193
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,069,393 | 81,193 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,414,181 | 80,492 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,762,102 | 70,110 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $3,346,987 | 69,382 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,733,548 | 68,390 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||