Fidelity Growth Company-RTLFDGRX
13F holders, Q1 2026 (March 31)5holders −2
0new positions
2sold out
$46.53avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Fidelity Growth Company-RTL (FDGRX) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($2.2M), North Star Asset Management Inc. ($853K) and Garton & Associates Financial Advisors LLC ($751K).
- Company
- Fidelity Growth Company-RTL
- CUSIP
- 316200104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $210K |
All 13F filers, Q4 2025 → Q1 2026: 13,539 shares bought and 4,641 shares sold, net +8,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.03% | No change | 47,049 | $2.2M |
| North Star Asset Management Inc. | 0.04% | Add +148.7% | 18,336 | $853K |
| Garton & Associates Financial Advisors LLC | 0.61% | Reduce -1.5% | 16,146 | $751K |
| McMillan Office, Inc. | 0.09% | No change | 15,160 | $705K |
| First Merchants Corp. | 0.02% | Add +25.4% | 12,712 | $592K |
"% of holder's portfolio" is FDGRX's weight in each manager's 13F, not the share of Fidelity Growth Company-RTL the manager owns.