Fidelity Growth Company-RTLFDGRX
13F holders, Q4 2025 (December 31)7holders +3
1new positions
0sold out
$47.82avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Fidelity Growth Company-RTL (FDGRX) in their 13F filings, up 3 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($2.2M), Garton & Associates Financial Advisors LLC ($784K) and McMillan Office, Inc. ($725K).
- Company
- Fidelity Growth Company-RTL
- CUSIP
- 316200104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $202K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 4,228 shares bought and 521 shares sold, net +3,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Williams Jones Wealth Management, LLC. | 0.03% | No change | 47,049 | $2.2M |
| Garton & Associates Financial Advisors LLC | 0.45% | — | 16,388 | $784K |
| McMillan Office, Inc. | 0.09% | — | 15,160 | $725K |
| First Merchants Corp. | 0.02% | No change | 10,136 | $485K |
| North Star Asset Management Inc. | 0.01% | Reduce -6.6% | 7,373 | $353K |
| Sequent Asset Management, LLC | 0.09% | New | 4,220 | $202K |
| Coston, McIsaac & Partners | 0.00% | Add +4.7% | 179 | $8K |
"% of holder's portfolio" is FDGRX's weight in each manager's 13F, not the share of Fidelity Growth Company-RTL the manager owns.