13FBOX
Fidelity OTC Portfolio · 13F Institutional Holdings
Options Calculator Rankings
F

Fidelity OTC Portfolio

FOCPX
Institutions
2
Combined AUM (Q2 2026)
$1.3M
Combined Shares (Q2 2026)
41,143
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-42,677
4 · 4 Exit · ≈
⚖️ Net
-42,677
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.3M
Institutions
2
New Buys
0
Adds
0
Reduces
0
Exits
4
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CARRET ASSET MANAGEMENT, LLC
0.1%0.09%#1$1.1M34,995$817,48034,99500.00%Unchanged
McMillan Office, Inc.
0.02%0.02%#2$190,9686,148$143,6266,14800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow