FIDELITY MT VERNON STREET TRUST - FDGRX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | No change | 47,049 | 2,775 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 18,336 | 1,081 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 14,916 | 900 | 0.03% | 0.03% | 3 | +2,204 | 17.34% | Q3 2026 | Oct 15, 2026 |
| McMillan Office, Inc. | History | No change | 15,160 | 894 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 4,220 | 248 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 179 | 10 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |