FEQTX β€” FIDELITY EQUITY DIVIDEND INCOM

Ownership history in NORTH POINT PORTFOLIO MANAGERS CORP/OH  Β·  2 quarters on record

AI Ownership Summary

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported FIDELITY EQUITY DIVIDEND INCOM (FEQTX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows FEQTX at 0.07% 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 FEQTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH POINT PORTFOLIO MANAGERS CORP/OH's position in FIDELITY EQUITY DIVIDEND INCOM, 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 Q1

FEQTX was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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 Q1

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 NORTH POINT PORTFOLIO MANAGERS CORP/OH held FEQTX β€” position size vs. price
% of Fund (quarterly)    FEQTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,044 β€” 0% 0.07% $366K 2026-04-24 $31.46
2025 Q4 INITIATED 12,044 β€” β€” 0.06% $358K 2026-01-28 $30.47

FAQ About NORTH POINT PORTFOLIO MANAGERS CORP/OH and FEQTX

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

How long has NORTH POINT PORTFOLIO MANAGERS CORP/OH reported owning FEQTX?

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported FEQTX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FEQTX position in NORTH POINT PORTFOLIO MANAGERS CORP/OH's portfolio?

The largest reported portfolio weight for FEQTX was 0.07% in 2026 Q1.

What is the latest reported FEQTX position on this page?

The most recent filing on this page is 2026 Q1, when NORTH POINT PORTFOLIO MANAGERS CORP/OH reported 12,044 shares, equal to 0.07% of portfolio, with an estimated market value of $366K.

What does the chart on this FEQTX ownership page compare?

The chart compares NORTH POINT PORTFOLIO MANAGERS CORP/OH's quarterly FEQTX 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 NORTH POINT PORTFOLIO MANAGERS CORP/OH Holdings