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Fidelity Grwth & Inc Port (FGRIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Neville Rodie & Shaw Inc
INCREASED
Shares7,894 from 7,407
Change+487 (+7%)
Value$544.0K (+$543.5K)
Filed 2026-10-05
Alpine Bank Wealth Management
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$36.3K (-$2.8K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 3,125
Change-3,125 (-100%)
Value$0 (-$232.0K)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Status
Neville Rodie & Shaw Inc
INCREASED7,8947,407+487+7%$550$544.0K+$543.5K2026-10-05
Alpine Bank Wealth Management
UNCHANGED52652600%$39.1K$36.3K-$2.8K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED03,125-3,125-100%$232.0K$0-$232.0K2026-10-26
Wealthspire Advisors, LLC
N/A—9,437-9,437-100%$700.7K———
Estabrook Capital Management
N/A—1,282-1,282-100%$95.2K———
Financial Gravity Companies, Inc.
N/A—1,096-1,096-100%$81.4K———
Showing 6 of 6 institutions