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

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

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

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

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

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in FDGRX in 2019-Q3. They have held the position across 28 quarters.

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Williams Jones Wealth Management, LLC.

FDGRX
28 quarters

Position history for Williams Jones Wealth Management, LLC.'s holdings in FIDELITY GROWTH CO FUND

Current Value

$2.8M

Current Shares

47,049

Total Value Change

+$1.8M

Total Shares Change

-5,118

Quarter-by-Quarter History

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
2024-Q2	Unchanged	47,049	0.0%	$1.9M	0.0%	$30.70	0
2024-Q1	Unchanged	47,049	0.0%	$1.7M	0.0%	$28.14	0
2023-Q4	Unchanged	47,049	0.0%	$1.5M	0.0%	$24.38	0
2023-Q3	Unchanged	47,049	0.0%	$1.4M	0.0%	$20.53	0
2023-Q2	Unchanged	47,049	0.0%	$1.4M	0.0%	$21.04	0
2023-Q1	Unchanged	47,049	0.0%	$1.2M	0.0%	$18.27	0
2022-Q4	Unchanged	47,049	0.0%	$1.1M	0.0%	$15.92	0
2022-Q3	Unchanged	47,049	0.0%	$1.1M	0.0%	$14.76	0
2022-Q2	Unchanged	47,049	0.0%	$1.1M	0.0%	$15.18	0
2022-Q1	Unchanged	47,049	0.0%	$1.5M	0.0%	$20.23	0
2021-Q4	Unchanged	47,049	0.0%	$1.7M	0.0%	$22.49	0
2021-Q3	Unchanged	47,049	0.0%	$1.8M	0.0%	$18.87	0
2021-Q2	Unchanged	47,049	0.0%	$1.8M	0.0%	$18.92	0
2021-Q1	Decreased	47,049	-0.1%	$1.6M	0.0%	$16.43	0
2020-Q4	Decreased	47,102	-9.5%	$1.5M	0.0%	$16.39	0
2020-Q3	Decreased	52,072	-4.0%	$1.6M	0.0%	$12.87	0
2020-Q2	Unchanged	54,220	0.0%	$1.4M	0.0%	$10.80	0
2020-Q1	Decreased	54,220	-0.9%	$1M	0.0%	$7.94	0
2019-Q4	Increased	54,718	+4.9%	$1.2M	0.0%	$8.86	27
2019-Q3	New	52,167	-	$1M	0.0%	$7.42	35

Other major holders of FDGRX: SILVERCREST ASSET MANAGEMENT GROUP LLC

FDGRX28 quarters

FDGRX
28 quarters