AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / LOAD EQUITY FUND
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
41,479
Holdings value
$3,886,700
% of all portfolios
0%
Number of holders
8
Number of buys
3
Number of sells
-3
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of AMERICAN FUNDS FUNDAMENTAL INVS A - LOAD EQUITY FUND

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 41,479 $3,886,700 -$172,780 $93.47 8
2025 Q2 44,604 $3,917,660 +$1,048,645 $87.85 8
2025 Q1 31,891 $2,485,691 -$183,346 $77.96 7
2024 Q4 35,407 $2,857,403 +$76,495 $80.72 9
2024 Q3 28,634 $2,446,479 -$74,242 $85.44 8
2024 Q2 29,506 $2,394,335 -$169,539 $81.15 8
2024 Q1 30,852 $2,453,427 -$178,931 $79.52 7
2023 Q4 34,526 $2,468,432 -$246,046 $71.49 11
2023 Q3 36,347 $2,389,546 +$519,947 $65.76 7
2023 Q2 28,250 $1,915,757 +$340,153 $67.82 7
2023 Q1 23,238 $1,477,593 +$60,406 $63.59 6
2022 Q4 22,283 $1,342,044 -$330,416 $60.26 4
2022 Q3 28,248 $1,588,000 +$660,723 $55.5 6
2022 Q2 16,192 $951,000 +$163,141 $58.75 5
2022 Q1 12,774 $912,000 -$191,144 $71.4 3
2021 Q4 15,274 $1,161,000 -$414,195 $76.07 6
2021 Q3 20,811 $1,567,000 -$429,075 $75.3 4
2021 Q2 19,067 $1,457,000 -$327,875 $76.45 5
2021 Q1 23,399 $1,717,297 +$711,116 $73.43 7
2020 Q4 13,706 $947,000 +$672,576 $69.11 3
2020 Q3 3,971 $243,000 -$485,000 $61.19 1
2020 Q2 12,439 $713,000 -$188,000 $57.42 3
2020 Q1 17,068 $834,000 -$234,014 $48.86 3
2019 Q4 20,956 $1,298,000 +$50,691 $61.92 5
2019 Q3 17,804 $1,052,000 -$13,419 $59.09 4
2019 Q2 20,376 $1,208,000 +$274,963 $59.27 5
2019 Q1 15,746 $921,000 -$93,136 $58.38 3
2018 Q4 17,341 $906,000 -$303,615 $52.22 3
2018 Q3 19,498 $1,273,320 +$312,783 $65.32 4
2018 Q2 21,805 $1,364,722 -$228,054 $62.61 4
2018 Q1 25,499 $1,573,437 +$56,423 $61.65 5
2017 Q4 24,574 $1,528,000 +$413,770 $62.17 3
2017 Q3 17,924 $1,107,000 +$60,000 $61.75 3
2017 Q2 16,956 $998,000 -$268,000 $58.87 2
2017 Q1 21,983 $1,272,250 -$176,242 $57.89 4
2016 Q4 25,034 $1,362,810 -$466,347 $54.42 4
2016 Q3 33,660 $1,816,971 -$46,875,871 $53.99 6
2016 Q2 36,333 $48,621,139 +$24,579,354 $51.98 7
2016 Q1 39,555 $2,008,477 -$266,902 $50.74 6
2015 Q4 45,243 $2,293,818 +$430,252 $50.71 8
2015 Q3 36,761 $1,792,926 -$1,724,067 $48.77 5
2015 Q2 69,850 $3,665,411 +$1,985,741 $52.68 11
2015 Q1 31,882 $1,661,878 +$93,834 $52.12 7
2014 Q4 30,082 $1,566,000 +$195,630 $52.07 6
2014 Q3 26,325 $1,423,000 +$94,122 $54.07 5
2014 Q2 24,586 $1,326,000 -$642,535 $53.93 5
2014 Q1 38,927 $2,005,105 +$1,114,903 $51.47 7