FIRST MERCHANTS CORP FDGRX β€” FIDELITY GROWTH

Ownership history in FIRST MERCHANTS CORP  Β·  9 quarters on record

AI Ownership Summary

FIRST MERCHANTS CORP reported FIDELITY GROWTH (FDGRX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows FDGRX at 0.03% 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.

What this FDGRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST MERCHANTS CORP's position in FIDELITY GROWTH, 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
2026 Q2

FDGRX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How FIRST MERCHANTS CORP held FDGRX β€” position size vs. price
% of Fund (quarterly)    FDGRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 12,712 β€” 0% 0.03% $750K 2026-07-15 $57.92
2026 Q1 ADDED β€” β€” β€” 12,712 +2,576 +25.4% 0.02% $592K 2026-04-16 $52.37
2025 Q4 UNCHANGED β€” β€” β€” 10,136 β€” 0% 0.02% $485K 2026-01-12 $48.93
2025 Q3 UNCHANGED β€” β€” β€” 10,136 β€” 0% 0.02% $485K 2025-10-22 $45.56
2025 Q2 UNCHANGED β€” β€” β€” 10,136 β€” 0% 0.02% $425K 2025-07-23 $41.42
2025 Q1 UNCHANGED β€” β€” β€” 10,136 β€” 0% 0.01% $357K 2025-04-24 $33.33
2024 Q4 UNCHANGED β€” β€” β€” 10,136 β€” 0% 0.02% $409K 2025-01-30 $39.35
2024 Q3 UNCHANGED β€” β€” β€” 10,136 β€” 0% 0.02% $413K 2024-10-24 $36.70
2024 Q2 INITIATED β€” β€” β€” 10,136 β€” β€” 0.02% $407K 2024-07-25 $33.85

FAQ About FIRST MERCHANTS CORP and FDGRX

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

How long has FIRST MERCHANTS CORP reported owning FDGRX?

FIRST MERCHANTS CORP reported FDGRX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported FDGRX position in FIRST MERCHANTS CORP's portfolio?

The largest reported portfolio weight for FDGRX was 0.03% in 2026 Q2.

What is the latest reported FDGRX position on this page?

The most recent filing on this page is 2026 Q2, when FIRST MERCHANTS CORP reported 12,712 shares, equal to 0.03% of portfolio, with an estimated market value of $750K.

What does the chart on this FDGRX ownership page compare?

The chart compares FIRST MERCHANTS CORP's quarterly FDGRX 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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