FIDELITY CHARLES STREET TRUST - FSANX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 38,722 | 722 | 0.04% | 0.03% | 1 | +12,722 | 48.93% | Q3 2026 | Oct 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 11,009 | 207 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |