DOSSIER · 13F Holders · Q2 2026
FBGRX

FIDELITY BLUE CHIP

12 institutions still hold FIDELITY BLUE CHIP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316389303·12 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
12
filers reporting
Concentration
23.00%
CARRET ASSET MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported FBGRX in Q2 2026. CARRET ASSET MANAGEMENT, LLC leads at 23.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$1M4K0.12%Q2 2026
02
Williams Jones Wealth Management, LLC.
CIK 0001788587
$1M4K0.02%Q2 2026
03
FULTON BANK, N.A.
CIK 0000883782
$703K2K0.02%Q3 2026
04
Wealthspire Advisors, LLC
CIK 0001646247
$641K2K0.00%Q2 2026
05
NEVILLE RODIE & SHAW INC
CIK 0000071210
$621K2K0.04%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$503K2K0.12%Q4 2025
07
Lester Murray Antman dba SimplyRich
CIK 0001725888
$286K1K0.07%Q1 2026
08
Grassi Investment Management
CIK 0001608531
$231K9750.02%Q2 2025
09
Financial Gravity Companies, Inc.
CIK 0001377167
$113K3590.02%Q2 2026
10
Financial Gravity Asset Management, Inc.
CIK 0001741736
$89K3590.02%Q1 2026
11
Capital Advisor Network LLC
CIK 0002131047
$58K1850.07%Q2 2026
12
Luminist Capital LLC
CIK 0001807270
$3K30.00%Q2 2026