FERGUSON WELLMAN CAPITAL MANAGEMENT, INC FINSX β€” Fidelity Advisor New Insights

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  Β·  6 quarters on record

AI Ownership Summary

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported Fidelity Advisor New Insights (FINSX) in 6 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows FINSX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FINSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's position in Fidelity Advisor New Insights, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FINSX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FINSX stock page FERGUSON WELLMAN CAPITAL MANAGEMENT, INC fund profile FERGUSON WELLMAN CAPITAL MANAGEMENT, INC full holdings
How FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held FINSX β€” position size vs. price
% of Fund (quarterly)    FINSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 4,500 β€” 0% 0.00% $220K 2026-01-13 $49.37
2025 Q3 UNCHANGED β€” β€” β€” 4,500 β€” 0% 0.00% $230K 2025-10-23 $47.08
2025 Q2 REDUCED 30.4% +6.3% ❌ 4,500 -1,970 -30.4% 0.00% $216K 2025-07-10 $44.32
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FINSX

As of 2026 Q1 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.05% MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 0.02% Financial Gravity Asset Management, Inc. 3Y 7Y 0.01% Westside Investment Management, Inc. 3Y 7Y 0.01%

FAQ About FERGUSON WELLMAN CAPITAL MANAGEMENT, INC and FINSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported owning FINSX?

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported FINSX across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FINSX position in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for FINSX was 0.00% in 2025 Q2.

What is the latest reported FINSX position on this page?

The most recent filing on this page is 2025 Q4, when FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported 4,500 shares, equal to 0.00% of portfolio, with an estimated market value of $220K.

What does the chart on this FINSX ownership page compare?

The chart compares FERGUSON WELLMAN CAPITAL MANAGEMENT, INC's quarterly FINSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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