Fidelity Growth Company-RTLFDGRX
13F holders, Q1 2025 (March 31)4holders −1
0new positions
1sold out
$35.26avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Fidelity Growth Company-RTL (FDGRX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($1.7M), First Merchants Corp. ($357K) and North Star Asset Management Inc. ($299K).
- Company
- Fidelity Growth Company-RTL
- CUSIP
- 316200104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $28K |
All 13F filers, Q4 2024 → Q1 2025: 1,193 shares sold, net −1,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 47,403 | $1.7M |
| First Merchants Corp. | 0.01% | No change | 10,136 | $357K |
| North Star Asset Management Inc. | 0.01% | Reduce -5.4% | 8,481 | $299K |
| Coston, McIsaac & Partners | 0.00% | Reduce -1.2% | 171 | $6K |
"% of holder's portfolio" is FDGRX's weight in each manager's 13F, not the share of Fidelity Growth Company-RTL the manager owns.