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Fidelity Blue Chip Growth

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Carret Asset Management, LLC
INCREASED
Shares4,682 from 4,391
Change+291 (+7%)
Value$1.4M (+$14.2K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,842 from 4,342
Change-500 (-12%)
Value$1.1M (-$219.9K)
Filed 2026-11-05
Fulton Bank, N.A.
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$702.7K (-$38.9K)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares2,050 from 1,915
Change+135 (+7%)
Value$609.2K (+$608.6K)
Filed 2026-11-06
Neville Rodie & Shaw Inc
INCREASED
Shares2,002 from 1,980
Change+22 (+1%)
Value$595 (-$26)
Filed 2026-10-05
RHL Group, LLC
NEW
Shares903
Change+903
Value$268.2K
Filed 2026-11-04
Wealthspire Advisors, LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Carret Asset Management, LLC
INCREASED4,6824,391+291+7%$1.4M$1.4M+$14.2K2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED3,8424,342-500-12%$1.4M$1.1M-$219.9K2026-11-05
Fulton Bank, N.A.
UNCHANGED2,3652,36500%$741.6K$702.7K-$38.9K2026-10-14
Coston, McIsaac & Partners
INCREASED2,0501,915+135+7%$600$609.2K+$608.6K2026-11-06
Neville Rodie & Shaw Inc
INCREASED2,0021,980+22+1%$621$595-$262026-10-05
RHL Group, LLC
NEW903—+903——$268.2K—2026-11-04
Wealthspire Advisors, LLC
N/A—2,044-2,044-100%$640.7K———
Financial Gravity Companies, Inc.
N/A—359-359-100%$112.7K———
Capital Advisor Network LLC
N/A—185-185-100%$58.1K———
Luminist Capital LLC
N/A—3-3-100%$3.2K———
Showing 10 of 10 institutions