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Fidelity Advisor New Insights I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares8,076 from 8,076
Change0 (0%)
Value$439.1K (-$4.1K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$97.3K (+$36)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares1,235 from 3,744
Change-2,509 (-67%)
Value$67.2K (-$138.3K)
Filed 2026-10-26
Sequent Asset Management, LLC
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Status
Moody Lynn Lieberson & Walker, LLC
UNCHANGED8,0768,07600%$443.2K$439.1K-$4.1K2026-10-14
Westside Investment Management, Inc.
UNCHANGED1,7721,77200%$97.3K$97.3K+$362026-11-02
Vermillion Wealth Management, Inc.
DECREASED1,2353,744-2,509-67%$205.5K$67.2K-$138.3K2026-10-26
Sequent Asset Management, LLC
N/A—40,300-40,300-100%$2.2M———
Financial Gravity Companies, Inc.
N/A—1,175-1,175-100%$64.5K———
Showing 5 of 5 institutions