NEW PERSPECTIVE FUND - ANWPX
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$2.681M
QoQ value delta ($000)
-$156K
(-5.5%)
Implied price effect (QoQ)
-5.24%
Shares
Total shares
40,101
QoQ shares delta
-110
(-0.27%)
Total shares held by funds (by quarter)
Market chart (ANWPX)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 9 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 629 | 9,416 | 0.04% |
| Ethos Financial Group, LLC | 467 | 6,997 | 0.03% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 404 | 6,044 | 0.17% |
| Private Capital Advisors, Inc. | 336 | 5,028 | 0.04% |
| NEVILLE RODIE & SHAW INC | 238 | 3,553 | 0.02% |
| FULTON BANK, N.A. | 218 | 3,262 | 0.01% |
| Westside Investment Management, Inc. | 213 | 3,166 | 0.03% |
| Coston, McIsaac & Partners | 165 | 2,469 | 0.04% |
| Game Plan Financial Advisors, LLC | 6 | 102 | 0.0% |
| Motiv8 Investments LLC | 5 | 64 | 0.0% |