Fidelity Otc PortfolioFOCPX
13F holders, Q1 2026 (March 31)6holders +3
3new positions
0sold out
$23.36avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Fidelity Otc Portfolio (FOCPX) in their 13F filings, up 3 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Carret Asset Management, LLC ($817K), Garton & Associates Financial Advisors LLC ($637K) and Moody LYNN Lieberson & Walker, LLC ($309K).
- Company
- Fidelity Otc Portfolio
- CUSIP
- 316389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $360K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 18,657 shares bought, net +18,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Carret Asset Management, LLC | 0.08% | No change | 34,995 | $817K |
| Garton & Associates Financial Advisors LLC | 0.52% | Add +13.5% | 27,253 | $637K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | New | 13,212 | $309K |
| McMillan Office, Inc. | 0.02% | No change | 6,148 | $144K |
| McIlrath & Eck, LLC | 0.00% | New | 2,069 | $48K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 143 | $3K |
"% of holder's portfolio" is FOCPX's weight in each manager's 13F, not the share of Fidelity Otc Portfolio the manager owns.