Vault-13

FIDELITY ADVISOR NEW INSIGHTS I FINSX

EQUITY FUNDS · Open-End Fund · CUSIP 316071604

5 institutional holders +0 vs Q1 2026
55,06755.1k shares reported held*
$3.0mreported value*
1 new 2 added 0 reduced 1 sold out net bought ≈ $16.7k (+305 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 6Q4 22: 5Q1 23: 5Q2 23: 5Q3 23: 6Q4 23: 7Q1 24: 5Q2 24: 7Q3 24: 6Q4 24: 6Q1 25: 5Q2 25: 4Q3 25: 6Q4 25: 6Q1 26: 5Q2 26: 55Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20226
Q4 20225
Q1 20235
Q2 20235
Q3 20236
Q4 20237
Q1 20245
Q2 20247
Q3 20246
Q4 20246
Q1 20255
Q2 20254
Q3 20256
Q4 20256
Q1 20265
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 5 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ2 25: 1 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ4 25: 4 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 2 cut or sold outQ2 26: 3 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202432
Q4 202451
Q1 202523
Q2 202513
Q3 202521
Q4 202541
Q1 202632
Q2 202631

Biggest buyers

Vermillion Wealth Management, Inc. New +3,744+3.7k
Sequent Asset Management, LLC Added +985+985
Westside Investment Management, Inc. Added +480+480

Biggest sellers

Coston, McIsaac & Partners Sold out -4,904-4.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sequent Asset Management, LLC 0.93% of their portfolio HOUSTON, TX 40,30040.3k $2.2m $2.2m 0.93% Added +985 +985
2 MOODY LYNN LIEBERSON & WALKER, LLC 0.02% of their portfolio BOSTON, MA 8,0768.1k $443.2k $443.2k 0.02% Unchanged
3 Vermillion Wealth Management, Inc. 0.05% of their portfolio ROSEMOUNT, MN 3,7443.7k $205.5k $205.5k 0.05% New
4 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,7721.8k $97.3k $97.3k 0.01% Added +480 +480
5 Financial Gravity Companies, Inc. 0.01% of their portfolio Lakeway, TX 1,1751.2k $64.5k $64.5k 0.01% First filing