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Fidelity fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 61k 31.28
2025-06-30 $1.4M 48k 29.34

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
Cetera Investment Advisers
Cadent Capital Advisors
Kestra Advisory Services
Great Valley Advisor Group
Jpmorgan Chase & Co
Jane Street
Envestnet Asset Management
OmniStar Financial Group
Evergreen Capital Management
Benjamin Edwards
Cambridge Investment Research Advisors

View all funds holding Fidelity fund