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Fidelity Fund
Q2 2025 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
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Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
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Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
NEW
Shares
221
Change
+221
Value
$24.8K
Filed 2026-02-18
Financial Gravity Companies, Inc.
N/A
Shares
—
from 1,690
Change
-1,690
(-100%)
Value
—
Institution
Status
Q4 2025 ↓
Q2 2025
Change
% Change
Q2 2025 Value
Q4 2025 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
NEW
221
—
+221
—
—
$24.8K
—
2026-02-18
Financial Gravity Companies, Inc.
N/A
—
1,690
-1,690
-100%
$171.1K
—
—
—
Showing 2 of 2 institutions