NEVILLE RODIE & SHAW INC FBGRX β€” FIDELITY BLUE CHIP GROWTH FUND

Ownership history in NEVILLE RODIE & SHAW INC  Β·  3 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported FIDELITY BLUE CHIP GROWTH FUND (FBGRX) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows FBGRX at 0.04% 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 FBGRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in FIDELITY BLUE CHIP GROWTH FUND, 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

FBGRX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2025 Q4 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 NEVILLE RODIE & SHAW INC held FBGRX β€” position size vs. price
% of Fund (quarterly)    FBGRX 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)
2026 Q2 REDUCED β€” β€” β€” 1,980 -5 -0.3% 0.04% $621 2026-07-06 $310.20
2026 Q1 REDUCED β€” β€” β€” 1,985 -4 -0.2% 0.04% $492 2026-04-01 $251.62
2025 Q4 INITIATED β€” β€” β€” 1,989 β€” β€” 0.04% $531K 2026-01-06 $270.48

🏒 Other funds also holding FBGRX

As of 2026 Q2 β€” sorted by position size

FULTON BANK, N.A. 3Y 7Y 0.02%

FAQ About NEVILLE RODIE & SHAW INC and FBGRX

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

How long has NEVILLE RODIE & SHAW INC reported owning FBGRX?

NEVILLE RODIE & SHAW INC reported FBGRX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FBGRX position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for FBGRX was 0.04% in 2026 Q2.

What is the latest reported FBGRX position on this page?

The most recent filing on this page is 2026 Q2, when NEVILLE RODIE & SHAW INC reported 1,980 shares, equal to 0.04% of portfolio, with an estimated market value of $621.

What does the chart on this FBGRX ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly FBGRX 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.

← Back to NEVILLE RODIE & SHAW INC Holdings