Question 1

How many shares of FDGRX does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 47,049 shares of FDGRX (FIDELITY GROWTH CO FUND).

Question 2

What is Williams Jones Wealth Management, LLC.'s FDGRX position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s FDGRX position is worth $2.8M.

Question 3

When did Williams Jones Wealth Management, LLC. first buy FDGRX?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in FDGRX in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	47,049	0.0%	$2.8M	0.0%	$57.15	0
2026-Q1	Unchanged	47,049	0.0%	$2.2M	0.0%	$46.53	0
2025-Q4	Unchanged	47,049	0.0%	$2.2M	0.0%	$48.15	0
2025-Q3	Unchanged	47,049	0.0%	$2.3M	0.0%	$43.13	0
2025-Q2	Decreased	47,049	-0.8%	$2M	0.0%	$37.87	0
2025-Q1	Unchanged	47,403	0.0%	$1.7M	0.0%	$32.13	0
2024-Q4	Increased	47,403	+0.8%	$1.9M	0.0%	$36.92	26
2024-Q3	Unchanged	47,049	0.0%	$1.9M	0.0%	$30.99	0