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Fidelity Secs FD OTC Portfolio

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Carret Asset Management, LLC
UNCHANGED
Shares34,995 from 34,995
Change0 (0%)
Value$969.7K (-$117.2K)
Filed 2026-11-04
McMillan Office, Inc.
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Status
Carret Asset Management, LLC
UNCHANGED34,99534,99500%$1.1M$969.7K-$117.2K2026-11-04
McMillan Office, Inc.
N/A—6,148-6,148-100%$191.0K———
Showing 2 of 2 institutions