Fidelity Investments’s US Global Investors GROW Stock Holding History

Fidelity Investments’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2	Buy	+1	New	+$3	﹤0.01%	5402
2024 Q4	–	Sell	-75	Closed	-$194	–	5663
2024 Q3	$194	Buy	+75	New	+$194	﹤0.01%	5041
2023 Q3	–	Sell	-450	Closed	-$1.38K	–	5391
2023 Q2	$1.38K	Hold	450	–	–	﹤0.01%	4667
2023 Q1	$1.19K	Hold	450	–	–	﹤0.01%	4718
2022 Q4	$1.3K	Hold	450	–	–	﹤0.01%	4604
2022 Q3	$1K	Hold	450	–	–	﹤0.01%	4671
2022 Q2	$2K	Hold	450	–	–	﹤0.01%	4561
2022 Q1	$2K	Hold	450	–	–	﹤0.01%	4663
2021 Q4	$2K	Hold	450	–	–	﹤0.01%	4012
2021 Q3	$3K	Sell	450 -1	-0.2%	-$6	﹤0.01%	3906
2021 Q2	$3K	Buy	+451	New	+$3.21K	﹤0.01%	3834
2020 Q3	–	Sell	-1	Closed	–	–	3810
2020 Q2	$0	Sell	1 -3	-75%	-$5	﹤0.01%	3829
2020 Q1	$0	Buy	4 +3	+300%	+$4	﹤0.01%	3881
2019 Q4	$0	Buy	+1	New	+$2	﹤0.01%	3980
2013 Q3	–	Sell	-195,168	Closed	-$412K	–	2635
2013 Q2	$412K	Buy	+195,168	New	+$544K	﹤0.01%	2490

Other funds holding GROW

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Fidelity Investments's GROW Position: Q1 2026 in Review

Fidelity Investments opened a new position in US Global Investors (GROW) in Q1 2026: 1 share worth $2. The stake represents ﹤0.01% of the portfolio and ranks #5402 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in GROW as recently as Q3 2024.

Fidelity Investments first reported a position in GROW in Q2 2013 and has held it in 15 quarters since. The position peaked at $412K in Q2 2013. 36 funds tracked by Wall St. Rank hold GROW as of Q1 2026.

Fidelity Investments held 1 share of US Global Investors worth $2 as of Q1 2026.
US Global Investors was a new Fidelity Investments position in Q1 2026.
US Global Investors made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5402 holding.
Fidelity Investments first reported a position in US Global Investors in Q2 2013 and has held it in 15 quarters since.
Fidelity Investments's US Global Investors position peaked at $412K in Q2 2013.
36 funds tracked by Wall St. Rank held US Global Investors as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.