FXAIX β€” FIDELITY 500 INDEX-INST PREM

Ownership history in NORTH POINT PORTFOLIO MANAGERS CORP/OH  Β·  7 quarters on record

AI Ownership Summary

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported FIDELITY 500 INDEX-INST PREM (FXAIX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows FXAIX at 0.12% 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 FXAIX 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 500 INDEX-INST PREM, 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

FXAIX was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

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 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.

How NORTH POINT PORTFOLIO MANAGERS CORP/OH held FXAIX β€” position size vs. price
% of Fund (quarterly)    FXAIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,940 β€” 0% 0.12% $699K 2026-02-14 (Est.) $237.71
2025 Q3 UNCHANGED 2,940 β€” 0% 0.11% $685K 2025-10-23 $233.44
2025 Q2 UNCHANGED 2,940 β€” 0% 0.11% $635K 2025-07-30 $219.78
2025 Q1 ADDED 2,940 +669 +29.5% 0.10% $575K 2025-04-22 $182.04
2024 Q4 REDUCED 2,271 -1,338 -37.1% 0.08% $464K 2025-01-22 $208.87
2024 Q3 ADDED 3,609 +1,401 +63.5% 0.12% $724K 2024-10-24 $198.74
2024 Q2 INITIATED 2,208 β€” β€” 0.07% $420K 2024-07-29 $186.27

🏒 Other funds also holding FXAIX

As of 2026 Q1 β€” sorted by position size

CENTRAL BANK & TRUST CO 3Y 7Y 0.13% WOODSTOCK CORP 3Y 7Y 0.04% NEVILLE RODIE & SHAW INC 3Y 7Y 0.04%

FAQ About NORTH POINT PORTFOLIO MANAGERS CORP/OH and FXAIX

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 FXAIX?

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported FXAIX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for FXAIX was 0.12% in 2025 Q4.

What is the latest reported FXAIX position on this page?

The most recent filing on this page is 2025 Q4, when NORTH POINT PORTFOLIO MANAGERS CORP/OH reported 2,940 shares, equal to 0.12% of portfolio, with an estimated market value of $699K.

What does the chart on this FXAIX ownership page compare?

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