Fidelity Otc PortfolioFOCPX
13F holders, Q4 2025 (December 31)3holders +1
0new positions
1sold out
$24.28avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Fidelity Otc Portfolio (FOCPX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Carret Asset Management, LLC ($850K), Garton & Associates Financial Advisors LLC ($583K) and McMillan Office, Inc. ($149K).
- Company
- Fidelity Otc Portfolio
- CUSIP
- 316389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $207K |
All 13F filers, Q3 2025 → Q4 2025: 8,696 shares sold, net −8,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Carret Asset Management, LLC | 0.08% | No change | 34,995 | $850K |
| Garton & Associates Financial Advisors LLC | 0.34% | — | 24,020 | $583K |
| McMillan Office, Inc. | 0.02% | — | 6,148 | $149K |
"% of holder's portfolio" is FOCPX's weight in each manager's 13F, not the share of Fidelity Otc Portfolio the manager owns.