Capital Group Private Client Services, Inc. Purchases in Q2 2025

Capital Group Private Client Services, Inc.

  • $10.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
435K
+ 1.99%
$30.53 - $40.65 $13.3M - $17.7M
22.3M $905M
MSFT
Microsoft Corp

Technology
9.81K
+ 0.99%
$354.56 - $497.45 $3.48M - $4.88M
1M $500M
CGGO
Capital Group Global Growth Eq

ETFs
529K
+ 2.99%
$25.31 - $32.17 $13.4M - $17M
18.2M $583M
CGDV
Capital Group Divid Value ETF

ETFs
457K
+ 5.56%
$31.93 - $39.49 $14.6M - $18.1M
8.68M $343M
KLAC
Kla Corp

Technology
10.7K
+ 8.91%
$576.53 - $902.94 $6.16M - $9.64M
131K $117M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
78.9K
+ 307.84%
$421.16 - $509.5 $33.2M - $40.2M
105K $46.5M
PM
Philip Morris International Inc.

Consumer Defensive
13.2K
+ 1.21%
$149.23 - $184.95 $1.96M - $2.43M
1.1M $200M
RBLX
Roblox Corp

Communication Services
260K
New
$51.22 - $105.59 $13.3M - $27.4M
260K $27.3M
AMGN
Amgen Inc

Healthcare
110K
+ 56.24%
$262.28 - $309.85 $28.9M - $34.1M
306K $85.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
317K
+ 30.91%
$63.54 - $68.5 $20.2M - $21.7M
1.34M $90.6M
CGUS
Capital Group Core Equity ETF
123K
+ 2.88%
$29.93 - $36.93 $3.7M - $4.56M
4.41M $163M
SHOP
Shopify Inc.

Technology
107K
+ 75.31%
$76.89 - $115.35 $8.25M - $12.4M
250K $28.8M
XOM
Exxon Mobil Corp

Energy
147K
+ 136.73%
$99.93 - $119.04 $14.7M - $17.5M
254K $27.4M
COF
Capital One Financial Corp

Financial Services
68.1K
+ 2448.35%
$150.57 - $212.76 $10.3M - $14.5M
70.9K $15.1M
NOC
Northrop Grumman Corp

Industrials
33K
+ 16.57%
$456.3 - $540.39 $15M - $17.8M
232K $116M
NFLX
Netflix Inc

Communication Services
149
+ 0.44%
$855.86 - $1339.13 $128K - $200K
33.6K $45M
URI
United Rentals, Inc.

Industrials
12.5K
+ 47.02%
$551.94 - $753.4 $6.88M - $9.39M
39K $29.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.1K
+ 11.72%
$456.74 - $568.03 $5.08M - $6.32M
106K $60.2M
KKR
Kkr & Co. Inc.

Financial Services
58.4K
+ 29.09%
$92.79 - $134.29 $5.42M - $7.85M
259K $34.5M
EQT
Eqt Corp

Energy
142K
+ 58.67%
$46.11 - $60.44 $6.55M - $8.59M
384K $22.4M
CRM
Salesforce, Inc.

Technology
29.2K
+ 11.86%
$236.26 - $291.15 $6.9M - $8.5M
275K $75.1M
ITT
Itt Inc.

Industrials
33.2K
+ 24.89%
$112.67 - $157.95 $3.74M - $5.24M
166K $26.1M
NVDA
Nvidia Corp

Technology
420
+ 0.25%
$94.31 - $157.99 $39.6K - $66.4K
170K $26.9M
PGR
Progressive Corp

Financial Services
37.3K
+ 29.85%
$255.27 - $288.74 $9.52M - $10.8M
162K $43.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
95.1K
New
$75.05 - $77.34 $7.14M - $7.36M
95.1K $7.36M
IP
International Paper CO

Consumer Cyclical
159K
+ 392.35%
$43.89 - $54.46 $7M - $8.69M
200K $9.37M
IAU
Ishares Gold Trust

ETFs
66.1K
+ 21.07%
$56.1 - $64.74 $3.71M - $4.28M
380K $23.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.95K
+ 5.7%
$496.48 - $617.85 $1.46M - $1.82M
54.6K $33.7M
VTI
Vanguard Total Stock Market Et

ETFs
10.8K
+ 28.79%
$243.75 - $303.93 $2.64M - $3.29M
48.4K $14.7M
EA
Electronic Arts Inc.

Communication Services
6.32K
+ 3.11%
$132.53 - $159.7 $837K - $1.01M
210K $33.5M
TSCO
Tractor Supply CO

Consumer Cyclical
105K
+ 11.68%
$47.86 - $55.77 $5.04M - $5.87M
1.01M $53.1M
TFC
Truist Financial Corp

Financial Services
31.2K
+ 2.94%
$34.79 - $42.99 $1.08M - $1.34M
1.09M $46.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
32.5K
New
$91.43 - $91.74 $2.97M - $2.98M
32.5K $2.98M
MTD
Mettler Toledo International Inc

Healthcare
2.35K
+ 50.94%
$970.15 - $1216.57 $2.28M - $2.86M
6.97K $8.19M
IWM
Ishares Russell 2000 ETF

ETFs
7.64K
+ 44.42%
$174.82 - $215.79 $1.34M - $1.65M
24.8K $5.36M
CME
Cme Group Inc.

Financial Services
2.61K
+ 2.51%
$252.37 - $290.71 $660K - $760K
107K $29.4M
HD
Home Depot, Inc.

Consumer Cyclical
4.68K
+ 13.92%
$335.24 - $380.78 $1.57M - $1.78M
38.3K $14.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 9.14%
$498.8 - $620.9 $665K - $828K
15.9K $9.89M
PLD
Prologis, Inc.

Real Estate
14.2K
New
$89.76 - $112.34 $1.28M - $1.6M
14.2K $1.49M
ASML
Asml Holding Nv

Technology
542
+ 8.41%
$595.37 - $815.24 $323K - $442K
6.99K $5.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.18K
+ 1.51%
$29.12 - $35.84 $151K - $186K
348K $12.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.24K
+ 22.12%
$416.06 - $551.64 $518K - $686K
6.87K $3.79M
TPG
Tpg Inc.

Financial Services
21.1K
New
$39.68 - $53.09 $839K - $1.12M
21.1K $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.45K
+ 6.14%
$90.56 - $109.49 $494K - $597K
94.2K $10.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
474
+ 1.1%
$104.34 - $138.68 $49.5K - $65.7K
43.5K $6.03M
MRK
Merck & Co., Inc.

Healthcare
20.8K
+ 27.6%
$73.47 - $87.12 $1.53M - $1.81M
96K $7.6M
VB
Vanguard Small Cap ETF

ETFs
175
+ 0.36%
$193.73 - $237.37 $33.9K - $41.5K
48.7K $11.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
18.8K
New
$26.38 - $32.66 $497K - $616K
18.8K $615K
TTE
Total Energies Se

Energy
8.29K
New
N/A
8.29K $568K
Activity Summary
Buys All Purchases 106 New Holdings 14 Increased Positions 92 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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