Fidelity Asset Manager 60%FSANX
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
$15.45avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Fidelity Asset Manager 60% (FSANX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($574K) and Carret Asset Management, LLC ($170K).
- Company
- Fidelity Asset Manager 60%
- CUSIP
- 316069582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 15,657 shares sold, net −15,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -29.6% | 37,172 | $574K |
| Carret Asset Management, LLC | 0.02% | No change | 11,009 | $170K |
"% of holder's portfolio" is FSANX's weight in each manager's 13F, not the share of Fidelity Asset Manager 60% the manager owns.