13F

Stock

Fidelity Nasdaq Composite

Ticker not mapped · held by 2 managers

Reported value

$409.5K

Holders

2

+0 new · −1 exited

Holders’ est. mark

−$30.8K

Price effect on 2 books still in the name

Largest holder

$302.4K

PUZO MICHAEL J

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
PUZO MICHAEL J1.1K$302.4K−$22.7KCut−$22.7K
McMillan Office, Inc.390$107.1K−$8.06KCut−$8.06K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.