FDCAX

FIDELITY DISCIPLINED EQUITY

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIDELITY DISCIPLINED EQUITY (FDCAX) is held by 3 institutional investors with combined holdings of $2M. Major holders include NEVILLE RODIE & SHAW INC, NORTH POINT PORTFOLIO MAN, Financial Gravity Asset M.

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Institutional Holders

Total Value

$2.1M

Ownership %

—

🏦 Top Institutional Holders

NEVILLE RODIE & SHAW INC

43.2K shares

$1.8M

NORTH POINT PORTFOLIO MANAGERS CORP/OH

3.0K shares

$215.0K

Financial Gravity Asset Management, Inc.

503 shares

$36.4K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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