Fidelity Otc PortfolioFOCPX
13F holders, Q2 2026 (June 30)2holders −4
0new positions
3sold out
$31.06avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Fidelity Otc Portfolio (FOCPX) in their 13F filings, down 4 from Q1 2026. 0 opened new positions and 3 sold out. The largest holders were Carret Asset Management, LLC ($1.1M) and McMillan Office, Inc. ($191K).
- Company
- Fidelity Otc Portfolio
- CUSIP
- 316389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $949K |
All 13F filers, Q1 2026 → Q2 2026: 40,608 shares sold, net −40,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Carret Asset Management, LLC | 0.10% | No change | 34,995 | $1.1M |
| McMillan Office, Inc. | 0.02% | No change | 6,148 | $191K |
"% of holder's portfolio" is FOCPX's weight in each manager's 13F, not the share of Fidelity Otc Portfolio the manager owns.