FIDELITY BALANCED - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
54,343
Holdings value
$1,780,125
% of all portfolios
0%
Number of holders
3
Number of buys
2
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of FIDELITY BALANCED - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 54,343 $1,780,125 +$443,028 $32.76 3
2025 Q2 40,818 $1,263,838 -$504,250 $30.97 3
2025 Q1 57,164 $1,643,000 -$464,256 $28.74 2
2024 Q4 73,170 $2,163,164 +$832,387 $29.56 5
2024 Q3 45,011 $1,386,731 -$20,117 $30.80 3
2024 Q2 45,686 $1,350,053 +$205,926 $29.55 4
2024 Q1 38,663 $1,115,638 -$92,782 $28.86 3
2023 Q4 42,150 $1,135,020 -$16,458,092 $26.93 4
2023 Q3 693,157 $17,439,380 +$16,703,324 $25.16 4
2023 Q2 29,249 $761,000 -$157,373 $26.02 1
2023 Q1 35,708 $878,027 +$151,947 $24.51 2
2022 Q4 29,475 $676,000 +$47,819 $22.93 1
2022 Q3 27,390 $644,000 -$1,434,768 $23.51 1
2022 Q2 85,109 $2,114,000 +$1,456,000 $24.84 2
2022 Q1 26,487 $765,000 -$55,411 $28.88 1
2021 Q4 28,320 $860,000 +$128,150 $30.29 2
2021 Q3 24,090 $752,000 -$622,814 $31.22 1
2021 Q2 43,964 $1,378,000 +$381,693 $31.35 3
2021 Q1 32,264 $953,000 -$162,854 $29.53 2
2020 Q4 37,781 $1,069,000 -$173,180 $28.29 2
2020 Q3 44,316 $1,187,000 +$482,465 $26.79 3
2020 Q2 26,298 $656,000 -$61,384 $24.94 1
2020 Q1 28,794 $613,000 -$8,972 $22.55 2
2019 Q4 29,217 $718,000 -$198,756 $24.24 2
2019 Q3 29,207 $693,000 -$180,334 $23.28 2
2019 Q2 45,371 $1,070,463 +$187,082 $23.60 4
2019 Q1 38,564 $887,000 -$890,576 $22.84 3
2018 Q4 103,399 $2,139,000 -$42,428 $20.66 6
2018 Q3 94,996 $2,402,000 +$1,156,675 $25.28 4
2018 Q2 50,392 $1,231,000 +$50,690 $24.42 3
2018 Q1 48,357 $1,148,000 $23.64 4
2017 Q4 48,357 $1,146,000 -$177,082 $23.62 4
2017 Q3 55,492 $1,363,000 +$70,811 $24.55 5
2017 Q2 52,594 $1,252,000 -$254,612 $23.81 4
2017 Q1 64,398 $1,496,556 +$191,121 $23.25 6
2016 Q4 56,178 $1,236,746 +$570,989 $22.01 5
2016 Q3 29,086 $650,000 +$8,423 $22.35 2
2016 Q2 28,709 $621,000 -$146,985 $21.63 2
2016 Q1 35,679 $758,000 $21.24 3
2015 Q4 35,679 $758,000 -$247,183 $21.24 3
2015 Q3 47,066 $1,024,000 +$216,087 $21.77 5
2015 Q2 37,141 $863,000 -$229,582 $23.24 3
2015 Q1 47,019 $1,095,000 +$172,806 $23.29 4
2014 Q4 39,576 $902,000 +$41,476 $22.79 3
2014 Q3 37,756 $911,000 +$80,432 $24.13 3
2014 Q2 34,418 $828,000 +$386,179 $24.06 3
2014 Q1 18,368 $426,000 $23.19 2