Fidelity Grwth & Inc. PortFGRIX
13F holders, Q2 2026 (June 30)6holders +2
3new positions
0sold out
$74.25avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Fidelity Grwth & Inc. Port (FGRIX) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($701K), Neville Rodie & Shaw Inc. ($550K) and Vermillion Wealth Management, Inc. ($232K).
- Company
- Fidelity Grwth & Inc. Port
- CUSIP
- 316389204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $972K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 13,088 shares bought and 326 shares sold, net +12,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Wealthspire Advisors, LLC | 0.00% | New | 9,437 | $701K |
| Neville Rodie & Shaw Inc. | 0.04% | Reduce -4.2% | 7,407 | $550K |
| Vermillion Wealth Management, Inc. | 0.06% | New | 3,125 | $232K |
| Estabrook Capital Management | 0.01% | No change | 1,282 | $95K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,096 | $81K |
| Alpine Bank Wealth Management | 0.01% | New | 526 | $39K |
"% of holder's portfolio" is FGRIX's weight in each manager's 13F, not the share of Fidelity Grwth & Inc. Port the manager owns.