Vermillion Wealth Management, Inc. FINSX β€” FIDELITY ADVISOR NEW INSIGHTS I

Ownership history in Vermillion Wealth Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

Vermillion Wealth Management, Inc. reported FIDELITY ADVISOR NEW INSIGHTS I (FINSX) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows FINSX at 0.05% 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 FINSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion Wealth Management, Inc.'s position in FIDELITY ADVISOR NEW INSIGHTS I, 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

FINSX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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 Q1 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 Vermillion Wealth 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)
2026 Q2 ADDED β€” β€” β€” 3,744 +309 +9.0% 0.05% $206K 2026-07-16 $53.40
2025 Q3 UNCHANGED β€” β€” β€” 3,435 β€” 0% 0.05% $176K 2025-10-23 $47.08
2025 Q1 INITIATED β€” β€” β€” 3,435 β€” β€” 0.04% $140K 2025-04-28 $37.61

FAQ About Vermillion Wealth 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 Vermillion Wealth Management, Inc. reported owning FINSX?

Vermillion Wealth Management, Inc. reported FINSX across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported FINSX position in Vermillion Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for FINSX was 0.05% in 2026 Q2.

What is the latest reported FINSX position on this page?

The most recent filing on this page is 2026 Q2, when Vermillion Wealth Management, Inc. reported 3,744 shares, equal to 0.05% of portfolio, with an estimated market value of $206K.

What does the chart on this FINSX ownership page compare?

The chart compares Vermillion Wealth 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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