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Fidelity

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q4 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vestwell Advisors, LLC
NEW
Shares249,559
Change+249,559
Value$4.0M
Filed 2026-02-13
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$15.8K)
Filed 2026-02-12
Status
Vestwell Advisors, LLC
NEW249,559—+249,559——$4.0M—2026-02-13
Grey Fox Wealth Advisors, LLC
CLOSED0937-937-100%$15.8K$0-$15.8K2026-02-12
Showing 2 of 2 institutions