Capital Group Private Client Services, Inc. Reduced Holdings in Q3 2025

Capital Group Private Client Services, Inc.

  • $5.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-1.67M
- 77.12%
$264.74 - $369.57 $441M - $616M
495K $163M
MSFT
Microsoft Corp

Technology
-750K
- 74.67%
$491.09 - $535.64 $368M - $402M
254K $132M
GE
General Electric CO

Industrials
-692K
- 76.52%
$244.75 - $305.63 $169M - $212M
212K $63.9M
PM
Philip Morris International Inc.

Consumer Defensive
-857K
- 78.07%
$157.77 - $183.27 $135M - $157M
241K $39M
JPM
Jpmorgan Chase & CO

Financial Services
-558K
- 75.96%
$282.78 - $316.06 $158M - $176M
177K $55.7M
AAPL
Apple Inc.

Technology
-831K
- 74.38%
$202.38 - $256.87 $168M - $214M
286K $72.9M
CEG
Constellation Energy Corp

Utilities
-458K
- 78.48%
$298.82 - $354.89 $137M - $163M
126K $41.4M
META
Meta Platforms, Inc.

Communication Services
-197K
- 64.62%
$695.21 - $791.73 $137M - $156M
108K $79.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-703K
- 73.06%
$224.68 - $282.71 $158M - $199M
259K $72.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-637K
- 65.53%
$211.65 - $238.24 $135M - $152M
335K $73.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-565K
- 75.5%
$196.15 - $217.83 $111M - $123M
183K $37M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-388K
- 81.31%
$301.44 - $365.84 $117M - $142M
89.2K $28.9M
ABT
Abbott Laboratories

Healthcare
-782K
- 76.69%
$120.51 - $136.62 $94.3M - $107M
238K $31.8M
GOOG
Alphabet Inc.

Communication Services
-919K
- 48.32%
$175.16 - $255.24 $161M - $235M
983K $239M
KLAC
Kla Corp

Technology
-100K
- 76.97%
$843.9 - $1078.6 $84.8M - $108M
30.1K $32.4M
NOC
Northrop Grumman Corp

Industrials
-178K
- 76.67%
$498.9 - $609.32 $88.7M - $108M
54.1K $33M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.06M
- 78.78%
$60.9 - $70.75 $64.5M - $74.9M
285K $17.8M
TDG
Trans Digm Group Inc

Industrials
-43.8K
- 75.37%
$1271.04 - $1620.83 $55.7M - $71M
14.3K $18.9M
MA
Mastercard Inc

Financial Services
-124K
- 76.2%
$550.18 - $598.96 $68.2M - $74.3M
38.7K $22M
AMGN
Amgen Inc

Healthcare
-237K
- 77.31%
$271.18 - $309.22 $64.1M - $73.1M
69.4K $19.6M
RTX
Raytheon Technologies Corp

Industrials
-460K
- 80.1%
$144.19 - $167.33 $66.4M - $77M
114K $19.1M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-239K
- 84.73%
$259.44 - $278.65 $62M - $66.6M
43.1K $11.2M
NOW
Service Now, Inc.

Technology
-56.7K
- 66.17%
$850.86 - $1044.69 $48.3M - $59.3M
29K $26.7M
MELI
Mercadolibre Inc

Consumer Cyclical
-21.2K
- 65.14%
$2292.04 - $2514.05 $48.6M - $53.3M
11.3K $26.5M
CRM
Salesforce, Inc.

Technology
-199K
- 72.41%
$231.66 - $273.65 $46.2M - $54.6M
76K $18M
UNH
Unitedhealth Group Inc

Healthcare
-181K
- 79.48%
$237.77 - $353.61 $43M - $64M
46.7K $16.1M
ATO
Atmos Energy Corp

Utilities
-356K
- 77.43%
$151.51 - $170.75 $54M - $60.9M
104K $17.7M
LLY
Eli Lilly & CO

Healthcare
-66.4K
- 74.67%
$625.65 - $812.69 $41.5M - $53.9M
22.5K $17.2M
ACN
Accenture PLC

Technology
-165K
- 82.57%
$232.56 - $304.78 $38.5M - $50.4M
34.9K $8.61M
AJG
Arthur J. Gallagher & Co.

Financial Services
-152K
- 76.82%
$284.17 - $319.49 $43.3M - $48.7M
46K $14.3M
AON
Aon PLC

Financial Services
-134K
- 75.01%
$350.91 - $375.27 $47.2M - $50.4M
44.8K $16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-755K
- 73.7%
$38.58 - $58.24 $29.1M - $44M
269K $10.6M
PAYX
Paychex Inc

Industrials
-315K
- 87.14%
$126.69 - $147.99 $39.9M - $46.6M
46.5K $5.89M
DHR
Danaher Corp

Healthcare
-234K
- 81.65%
$181.46 - $212.2 $42.5M - $49.7M
52.6K $10.4M
IR
Ingersoll Rand Inc.

Industrials
-553K
- 73.07%
$74.98 - $89.02 $41.5M - $49.2M
204K $16.8M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-1.62M
- 69.13%
$28.71 - $37.46 $46.6M - $60.8M
725K $25.7M
FDX
Fedex Corp

Industrials
-183K
- 91.79%
$217.1 - $243.2 $39.7M - $44.5M
16.4K $3.86M
SPGI
S&P Global Inc.

Financial Services
-75.2K
- 76.7%
$484.94 - $564.15 $36.5M - $42.4M
22.9K $11.1M
TSCO
Tractor Supply CO

Consumer Cyclical
-776K
- 77.17%
$54.08 - $62.65 $42M - $48.6M
230K $13.1M
ETR
Entergy Corp

Utilities
-486K
- 87.75%
$80.93 - $93.55 $39.3M - $45.5M
67.8K $6.32M
TFC
Truist Financial Corp

Financial Services
-923K
- 84.67%
$42.83 - $47.07 $39.5M - $43.5M
167K $7.64M
COP
Conocophillips

Energy
-441K
- 76.84%
$91.0 - $98.99 $40.1M - $43.7M
133K $12.6M
CNP
Centerpoint Energy Inc

Utilities
-1.07M
- 78.93%
$35.77 - $39.16 $38.1M - $41.7M
285K $11M
WELL
Welltower Inc.

Real Estate
-264K
- 71.25%
$150.71 - $178.14 $39.8M - $47.1M
107K $19M
WCN
Waste Connections, Inc.

Industrials
-198K
- 75.06%
$171.32 - $191.84 $33.8M - $37.9M
65.6K $11.5M
TRP
Tc Energy Corp

Energy
-798K
- 76.39%
$46.58 - $54.41 $37.2M - $43.4M
247K $13.4M
HEI
Heico Corp

Industrials
-113K
- 77.38%
$304.5 - $337.56 $34.4M - $38.2M
33.1K $10.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-79.7K
- 76.21%
$366.54 - $479.53 $29.2M - $38.2M
24.9K $9.74M
ABBV
Abb Vie Inc.

Healthcare
-209K
- 79.15%
$184.85 - $231.54 $38.7M - $48.4M
55.1K $12.8M
Activity Summary
Buys All Purchases 82 New Holdings 18 Increased Positions 64 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email