Fidelity Capital ApprecFDCAX
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$44.88avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Fidelity Capital Apprec (FDCAX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($868K) and McIlrath & Eck, LLC ($247).
- Company
- Fidelity Capital Apprec
- CUSIP
- 316066109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $247 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 6 shares bought, net +6 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Neville Rodie & Shaw Inc. | 0.06% | No change | 19,338 | $868K |
| McIlrath & Eck, LLC | 0.00% | New | 6 | $247 |
"% of holder's portfolio" is FDCAX's weight in each manager's 13F, not the share of Fidelity Capital Apprec the manager owns.