DOSSIER · 13F Holders · Q2 2026
FDGRX

FIDELITY GROWTH FD

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

CUSIP 316200104·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
6
filers reporting
Concentration
48.20%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported FDGRX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 48.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Williams Jones Wealth Management, LLC.
CIK 0001788587
$3M47K0.03%Q2 2026
02
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$1M18K0.04%Q2 2026
03
McMillan Office, Inc.
CIK 0002109205
$894K15K0.10%Q2 2026
04
FIRST MERCHANTS CORP
CIK 0000712534
$750K13K0.03%Q2 2026
05
Sequent Asset Management, LLC
CIK 0001509550
$249K4K0.10%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$8K1790.00%Q4 2025