As of 30 Sep 2025, 3 institutional investors reported holding 54,343 shares of FIDELITY BALANCED FUND - MUTUAL FUNDS.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 30,187 | $970,000 | +$30,237 | $32.13 | 1 |
| 2025 Q3 | 54,343 | $1,780,125 | +$443,029 | $32.76 | 3 |
| 2025 Q2 | 40,818 | $1,263,838 | -$504,251 | $30.97 | 3 |
| 2025 Q1 | 57,164 | $1,643,000 | -$464,256 | $28.74 | 2 |
| 2024 Q4 | 73,170 | $2,163,164 | +$832,386 | $29.56 | 5 |
| 2024 Q3 | 45,011 | $1,386,731 | -$20,117 | $30.80 | 3 |
| 2024 Q2 | 45,686 | $1,350,053 | +$205,926 | $29.55 | 4 |
| 2024 Q1 | 38,663 | $1,115,638 | -$92,782 | $28.86 | 3 |
| 2023 Q4 | 42,150 | $1,135,020 | -$16,458,095 | $26.93 | 4 |
| 2023 Q3 | 693,157 | $17,439,380 | +$16,703,327 | $25.16 | 4 |
| 2023 Q2 | 29,249 | $761,000 | +$2,654 | $26.02 | 1 |
| 2023 Q1 | 29,147 | $718,000 | -$8,080 | $24.63 | 1 |
| 2022 Q4 | 29,475 | $676,000 | +$47,819 | $22.93 | 1 |
| 2022 Q3 | 27,390 | $644,000 | -$1,434,769 | $23.51 | 1 |
| 2022 Q2 | 85,109 | $2,114,000 | +$1,456,000 | $24.84 | 2 |
| 2022 Q1 | 26,487 | $765,000 | -$55,412 | $28.88 | 1 |
| 2021 Q4 | 28,320 | $860,000 | +$128,150 | $30.29 | 2 |
| 2021 Q3 | 24,090 | $752,000 | -$622,814 | $31.22 | 1 |
| 2021 Q2 | 43,964 | $1,378,000 | +$381,693 | $31.35 | 3 |
| 2021 Q1 | 32,264 | $953,000 | -$162,854 | $29.53 | 2 |
| 2020 Q4 | 37,781 | $1,069,000 | -$173,180 | $28.29 | 2 |
| 2020 Q3 | 44,316 | $1,187,000 | +$482,465 | $26.79 | 3 |
| 2020 Q2 | 26,298 | $656,000 | -$41,384 | $24.94 | 1 |
| 2020 Q1 | 28,794 | $613,000 | -$8,972 | $22.55 | 2 |
| 2019 Q4 | 29,217 | $718,000 | -$198,757 | $24.24 | 2 |
| 2019 Q3 | 29,207 | $693,000 | -$180,335 | $23.28 | 2 |
| 2019 Q2 | 45,371 | $1,070,463 | +$187,082 | $23.60 | 4 |
| 2019 Q1 | 38,564 | $861,026 | -$890,577 | $22.84 | 3 |
| 2018 Q4 | 103,399 | $2,112,027 | -$69,400 | $20.64 | 6 |
| 2018 Q3 | 94,996 | $2,402,000 | +$1,156,676 | $25.28 | 4 |
| 2018 Q2 | 50,392 | $1,203,028 | +$50,690 | $24.42 | 3 |
| 2018 Q1 | 48,357 | $1,121,027 | $0 | $22.88 | 4 |
| 2017 Q4 | 48,357 | $1,119,027 | -$177,082 | $22.86 | 4 |
| 2017 Q3 | 55,492 | $1,335,028 | +$70,810 | $24.55 | 5 |
| 2017 Q2 | 52,594 | $1,225,027 | -$254,611 | $23.81 | 4 |
| 2017 Q1 | 64,398 | $1,469,583 | +$191,121 | $23.23 | 6 |
| 2016 Q4 | 56,178 | $1,211,771 | +$570,989 | $22.01 | 5 |
| 2016 Q3 | 29,086 | $650,000 | +$8,423 | $22.35 | 2 |
| 2016 Q2 | 28,709 | $621,000 | -$146,985 | $21.63 | 2 |
| 2016 Q1 | 35,679 | $758,000 | $0 | $21.24 | 3 |
| 2015 Q4 | 35,679 | $758,000 | -$247,184 | $21.24 | 3 |
| 2015 Q3 | 47,066 | $1,024,000 | +$216,087 | $21.77 | 5 |
| 2015 Q2 | 37,141 | $863,000 | -$229,582 | $23.24 | 3 |
| 2015 Q1 | 47,019 | $1,095,000 | +$172,806 | $23.29 | 4 |
| 2014 Q4 | 39,576 | $902,000 | +$41,476 | $22.79 | 3 |
| 2014 Q3 | 37,756 | $911,000 | +$80,432 | $24.13 | 3 |
| 2014 Q2 | 34,418 | $828,000 | +$386,179 | $24.06 | 3 |
| 2014 Q1 | 18,368 | $426,000 | $0 | $23.19 | 2 |