11 institutions reported holding $5.5M of FIDELITY BLUE CHIP GROWTH (FBGRX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARRET ASSET MANAGEMENT, LLC ($1.4M), Williams Jones Wealth Management, LLC. ($1.4M), Fulton Bank, N.A. ($741,550), Wealthspire Advisors, LLC ($640,697), NEVILLE RODIE & SHAW INC ($621,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | $1.4M | 4,391 | Hold |
| 2 | Williams Jones Wealth Management, LLC. | $1.4M | 4,342 | Trimmed |
| 3 | Fulton Bank, N.A. | $741,550 | 2,365 | Hold |
| 4 | Wealthspire Advisors, LLC | $640,697 | 2,044 | New |
| 5 | NEVILLE RODIE & SHAW INC | $621,000 | 1,980 | Trimmed |
| 6 | Coston, McIsaac & Partners | $600,000 | 1,915 | Trimmed |
| 7 | Financial Gravity Companies, Inc. | $112,687 | 359 | New |
| 8 | Capital Advisor Network LLC | $58,130 | 185 | New |
| 9 | Luminist Capital LLC | $3,163 | 3 | New |
| 10 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
| 11 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30