Vault-13

AMERICAN FUNDS NEW PERSPECTIVE A ANWPX

COM · Open-End Fund · CUSIP 648018109

9 institutional holders +0 vs Q1 2026
39,99740.0k shares reported held*
$3.0mreported value*
0 new 0 added 1 reduced 0 sold out net sold ≈ $3.0k (-40 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $74.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 8Q4 22: 6Q1 23: 6Q2 23: 8Q3 23: 7Q4 23: 14Q1 24: 10Q2 24: 10Q3 24: 11Q4 24: 9Q1 25: 9Q2 25: 10Q3 25: 10Q4 25: 10Q1 26: 9Q2 26: 99Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20228
Q4 20226
Q1 20236
Q2 20238
Q3 20237
Q4 202314
Q1 202410
Q2 202410
Q3 202411
Q4 20249
Q1 20259
Q2 202510
Q3 202510
Q4 202510
Q1 20269
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 4 bought or addedQ3 24: 4 cut or sold outQ4 24: 7 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 4 cut or sold outQ4 25: 7 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 2 cut or sold outQ2 26: 0 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202444
Q4 202471
Q1 202511
Q2 202522
Q3 202534
Q4 202573
Q1 202602
Q2 202601

Biggest buyers

None

Biggest sellers

Ethos Financial Group, LLC Reduced -40-40

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MOODY LYNN LIEBERSON & WALKER, LLC 0.04% of their portfolio BOSTON, MA 9,4169.4k $711.3k $711.3k 0.04% Unchanged
2 Ethos Financial Group, LLC 0.03% of their portfolio KING OF PRUSSIA, PA 6,9577.0k $500.0k $500.0k 0.03% Reduced -40 -40
3 IRONWOOD INVESTMENT MANAGEMENT LLC 0.16% of their portfolio BOSTON, MA 6,0446.0k $456.6k $456.6k 0.16% Unchanged
4 Private Capital Advisors, Inc. 0.03% of their portfolio DARIEN, CT 5,0285.0k $379.8k $379.8k 0.03% Unchanged
5 NEVILLE RODIE & SHAW INC 0.02% of their portfolio NEW YORK, NY 3,5533.6k $268.0k $268.0k 0.02% Unchanged
6 Fulton Bank, N.A. 0.01% of their portfolio Lancaster, PA 3,2623.3k $246.5k $246.5k 0.01% Unchanged
7 Westside Investment Management, Inc. 0.03% of their portfolio SANTA MONICA, CA 3,1663.2k $239.2k $239.2k 0.03% Unchanged
8 Coston, McIsaac & Partners 0.04% of their portfolio BAR HARBOR, ME 2,4692.5k $186.0k $186.0k 0.04% Unchanged
9 Game Plan Financial Advisors, LLC 0.00% of their portfolio WESTLAKE, OH 102102 $7.7k $7.7k 0.00% Unchanged