Fidelity Grwth & Inc. PortFGRIX
13F holders, Q2 2025 (June 30)2holders +1
1new positions
0sold out
$68.34avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Fidelity Grwth & Inc. Port (FGRIX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($492K) and Estabrook Capital Management ($81K).
- Company
- Fidelity Grwth & Inc. Port
- CUSIP
- 316389204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $81K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,198 shares bought, net +1,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Neville Rodie & Shaw Inc. | 0.04% | Add +0.3% | 7,199 | $492K |
| Estabrook Capital Management | 0.01% | New | 1,180 | $81K |
"% of holder's portfolio" is FGRIX's weight in each manager's 13F, not the share of Fidelity Grwth & Inc. Port the manager owns.