Fidelity Grwth & Inc. PortFGRIX

13F holders, Q3 2024 (September 30)
2holders
0new positions
0sold out
$62.85avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Fidelity Grwth & Inc. Port (FGRIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($443K) and Tucker Asset Management LLC ($102K).

Company
Fidelity Grwth & Inc. Port
CUSIP
316389204
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 260 shares bought, net +260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Neville Rodie & Shaw Inc. 0.03% Add +2.9% 7,047 $443K
Tucker Asset Management LLC 0.02% Add +3.9% 1,621 $102K

"% of holder's portfolio" is FGRIX's weight in each manager's 13F, not the share of Fidelity Grwth & Inc. Port the manager owns.