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Fidelity Blue Chip Growth shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of Fidelity Blue Chip Growth (FBCG) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning investment in Fidelity Blue Chip Growth

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Blue Chip Growth held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Blue Chip Growth by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 83k 54.32
2025-06-30 $3.9M 81k 48.24
2024-12-31 $2.3M 49k 46.26

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for Forbes Financial Planning

Top funds holding Fidelity Blue Chip Growth

FMR
Jpmorgan Chase & Co
Sagespring Wealth Partners
Dynasty Wealth Management
Commonwealth Equity Services
Envestnet Asset Management
Mml Investors Services
Goodwin Investment Advisory
Morgan Stanley
CWM
KFA Private Wealth Group
Cetera Investment Advisers
UBS Group
Resources Investment Advisors
Portfolio Strategies

View all funds holding Fidelity Blue Chip Growth