Fidelity Puritan FundFPURX
13F holders, Q2 2024 (June 30)5holders +2
1new positions
0sold out
$26.06avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Fidelity Puritan Fund (FPURX) in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Twin Capital Management Inc. ($584K), Notis-McConarty Edward ($322K) and ORG Partners LLC ($84K).
- Company
- Fidelity Puritan Fund
- CUSIP
- 316345107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $84K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 3,298 shares bought, net +3,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Twin Capital Management Inc. | 0.07% | Add +0.4% | 22,392 | $584K |
| Notis-McConarty Edward | 0.13% | No change | 12,374 | $322K |
| ORG Partners LLC | 0.01% | New | 3,209 | $84K |
| Coston, McIsaac & Partners | 0.01% | Add +0.4% | 1,234 | $32K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 1,000 | $26K |
"% of holder's portfolio" is FPURX's weight in each manager's 13F, not the share of Fidelity Puritan Fund the manager owns.