Fidelity Puritan FundFPURX

13F holders, Q3 2024 (September 30)
5holders
1new positions
1sold out
$27.01avg. 13F price*

At the end of Q3 2024, 5 institutions reported holding Fidelity Puritan Fund (FPURX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Twin Capital Management Inc. ($608K), Notis-McConarty Edward ($314K) and Ferguson Wellman Capital Management, Inc. ($293K).

Company
Fidelity Puritan Fund
CUSIP
316345107
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 5Q3 2024Q4 2024: 4Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$293K
Exits1$84K

All 13F filers, Q2 2024 → Q3 2024: 10,950 shares bought and 3,975 shares sold, net +6,975 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% 22,487 $608K
Notis-McConarty Edward 0.14% Reduce -6.2% 11,608 $314K
Ferguson Wellman Capital Management, Inc. 0.01% New 10,850 $293K
Coston, McIsaac & Partners 0.01% Add +0.4% 1,239 $33K
Fairfield Financial Advisors, LTD 0.01% No change 1,000 $27K

"% of holder's portfolio" is FPURX's weight in each manager's 13F, not the share of Fidelity Puritan Fund the manager owns.