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Fidelity Blue Chip Growth shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Fidelity Blue Chip Growth (FBCG) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Fidelity Blue Chip Growth

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Blue Chip Growth held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Blue Chip Growth by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 146k 53.66
2025-06-30 $5.2M 107k 48.24
2024-12-31 $2.1M 45k 46.26

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

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