FB

Fidelity Balanced K6 Fund | FBKFX

Mutual Fund
FIDELITY PURITAN TRUST
Last update 2025-01-27 303 Stocks (35 new)
Value $1.34 Bil Turnover 11 %
Countries:
Top Holdings: MSFT(8.50%)NVDA(7.53%)AAPL(5.49%)AMZN(4.37%)GOOGL(3.92%)
Summary Stock Picks Current Portfolio
Fidelity Balanced K6 Fund Top Holdings of 2024-11-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
268,708
113,787.1
+8.18%
8.500
+0.64%
0.000
+17.58%
+9.72%
3,424,098.6
Software
NVDA 		NVIDIA Corp
728,616
100,731.2
-4.24%
7.530
-0.31%
0.000
+12.79%
+0.91%
3,304,514.0
Semiconductors
AAPL 		Apple Inc
309,702
73,501.6
+8.20%
5.490
+0.42%
0.000
-15.52%
-19.86%
2,990,301.7
Hardware
AMZN 		Amazon.com Inc
281,393
58,498.8
-4.28%
4.370
-0.18%
0.000
-1.30%
-6.09%
2,187,180.9
Retail - Cyclical
GOOGL 		Alphabet Inc
310,554
52,468.1
+48.55%
3.920
+1.28%
0.000
+2.73%
-8.56%
2,103,994.2
Interactive Media
META 		Meta Platforms Inc
66,983
38,469.7
-7.92%
2.870
-0.24%
0.000
-2.33%
+9.80%
1,615,002.7
Interactive Media
UNH 		UnitedHealth Group Inc
36,268
22,130.7
+49.47%
1.650
+0.55%
0.000
-36.77%
-41.43%
267,606.4
Healthcare Plans
XOM 		Exxon Mobil Corp
175,446
20,695.6
-0.10%
1.550
0%
0.000
-5.15%
-2.01%
446,133.8
Oil & Gas
TSLA 		Tesla Inc
57,726
19,924.7
+4.89%
1.490
+0.07%
0.000
+28.71%
-10.14%
1,168,852.8
Vehicles & Parts
LLY 		Eli Lilly and Co
23,780
18,913.4
-7.85%
1.410
-0.16%
0.000
-19.72%
-5.70%
651,055.8
Drug Manufacturers

Fidelity Balanced K6 Fund's Historical Top Holdings Breakdowns

Fidelity Balanced K6 Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL 		Alphabet Inc2024-11-30Add
+1.28%
●
148.66 ($165.71) 181.62
$172.90
4.34%
Add 48.55%
310,554
101,498
JPM 		JPMorgan Chase & Co2024-11-30Reduce
-0.82%
●
204.32 ($223.26) 250.29
$265.29
18.83%
Reduce -56.22%
34,994
-44,930
ELV 		Elevance Health Inc2024-11-30Sold Out
-0.66%
●
394.2 ($469.47) 562.29
$375.98
-19.91%
Sold Out
0
-14,681
MSFT 		Microsoft Corp2024-11-30Add
+0.64%
●
401.7 ($420.92) 438.69
$460.69
9.45%
Add 8.18%
268,708
20,314
GOOG 		Alphabet Inc2024-11-30Sold Out
-0.62%
●
149.54 ($167.12) 183.32
$173.98
4.10%
Sold Out
0
-46,107
UNH 		UnitedHealth Group Inc2024-11-30Add
+0.55%
●
556.29 ($586.06) 625.25
$295.00
-49.66%
Add 49.47%
36,268
12,003
REGN 		Regeneron Pharmaceuticals Inc2024-11-30Reduce
-0.53%
●
738 ($962.39) 1179.37
$603.26
-37.32%
Reduce -73.8%
1,966
-5,538
ABBV 		AbbVie Inc2024-11-30New Buy
+0.51%
●
164.99 ($189.78) 203.87
$185.72
-2.14%
New holding
37,416
37,416
MA 		Mastercard Inc2024-11-30New Buy
+0.51%
●
476.12 ($505.31) 532.94
$574.55
13.70%
New holding
12,918
12,918
V 		Visa Inc2024-11-30Reduce
-0.48%
●
269.63 ($290.07) 315.08
$359.30
23.87%
Reduce -38.98%
33,733
-21,550

Fidelity Balanced K6 Fund Total Holding History ($B)

To

Fidelity Balanced K6 Fund's Asset Allocation

To

Fidelity Balanced K6 Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidelity Balanced K6 Fund's Hypothetical Growth since 2024-11-30

Fidelity Balanced K6 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Fidelity Balanced K6 Fund's Holdings Heat Map

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Fidelity Balanced K6 Fund's Holdings Bubble Chart

Fidelity Balanced K6 Fund News

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