Fidelity Asset Manager 50%FASMX

13F holders, Q3 2025 (September 30)
2holders +1
1new positions
0sold out
$22.66avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding Fidelity Asset Manager 50% (FASMX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($361K) and Coston, McIsaac & Partners ($22K).

Company
Fidelity Asset Manager 50%
CUSIP
316069103
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$22K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 1,010 shares bought and 167 shares sold, net +843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Neville Rodie & Shaw Inc. 0.03% Reduce -1.0% 15,895 $361K
Coston, McIsaac & Partners 0.01% New 1,010 $22K

"% of holder's portfolio" is FASMX's weight in each manager's 13F, not the share of Fidelity Asset Manager 50% the manager owns.