Capital Group Private Client Services, Inc. Reduced Holdings in Q1 2025

Capital Group Private Client Services, Inc.

  • $9.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-229K
- 9.37%
$167.43 - $244.7 $38.4M - $56.2M
2.22M $372M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.55M
- 96.22%
$115.16 - $124.13 $178M - $192M
60.8K $7.08M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-239K
- 45.04%
$221.78 - $273.45 $52.9M - $65.3M
291K $66.3M
AXON
Axon Enterprise, Inc.

Industrials
-88.1K
- 70.86%
$496.65 - $710.01 $43.8M - $62.6M
36.2K $19.1M
UAL
United Airlines Holdings, Inc.

Industrials
-532K
- 99.43%
$69.05 - $110.52 $36.8M - $58.8M
3.07K $211K
WFC
Wells Fargo & Company

Financial Services
-692K
- 96.79%
$66.78 - $81.42 $46.2M - $56.3M
22.9K $1.65M
GOOGL
Alphabet Inc.

Communication Services
-15.5K
- 1.2%
$154.33 - $206.19 $2.4M - $3.2M
1.28M $199M
STT
State Street Corp

Financial Services
-460K
- 98.32%
$84.47 - $102.23 $38.9M - $47M
7.86K $703K
EIX
Edison International

Utilities
-534K
- 95.91%
$50.06 - $80.01 $26.7M - $42.7M
22.8K $1.34M
CMCSA
Comcast Corp

Communication Services
-1.07M
- 71.09%
$33.19 - $38.23 $35.4M - $40.8M
434K $16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-186K
- 62.03%
$168.84 - $202.89 $31.5M - $37.8M
114K $20.1M
MSCI
Msci Inc.

Financial Services
-52.4K
- 71.1%
$541.46 - $628.34 $28.4M - $32.9M
21.3K $12M
KLAC
Kla Corp

Technology
-54K
- 31.05%
$636.62 - $777.63 $34.4M - $42M
120K $81.5M
WCN
Waste Connections, Inc.

Industrials
-199K
- 42.39%
$169.89 - $195.19 $33.9M - $38.9M
271K $52.9M
CARR
Carrier Global Corp

Industrials
-353K
- 38.69%
$62.07 - $70.55 $21.9M - $24.9M
560K $35.5M
EQIX
Equinix Inc

Real Estate
-25.7K
- 67.93%
$803.0 - $959.97 $20.6M - $24.7M
12.1K $9.89M
CVX
Chevron Corp

Energy
-177K
- 82.47%
$146.71 - $167.97 $26M - $29.7M
37.6K $6.29M
NVO
Novo Nordisk A S

Healthcare
-256K
- 87.04%
$69.3 - $90.95 $17.7M - $23.2M
38K $2.64M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-242K
- 24.69%
$47.79 - $59.89 $11.6M - $14.5M
739K $37.1M
TOST
Toast, Inc.

Technology
-519K
- 44.64%
$32.61 - $41.98 $16.9M - $21.8M
644K $21.4M
V
Visa Inc.

Financial Services
-121K
- 18.85%
$306.92 - $362.71 $37.1M - $43.9M
521K $183M
AME
Ametek Inc

Industrials
-91.3K
- 21.24%
$170.39 - $190.43 $15.6M - $17.4M
338K $58.3M
ADI
Analog Devices Inc

Technology
-83.4K
- 38.43%
$201.56 - $243.82 $16.8M - $20.3M
134K $26.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-252K
- 86.63%
$74.85 - $84.89 $18.8M - $21.4M
38.9K $3.18M
FDX
Fedex Corp

Industrials
-24K
- 7.41%
$230.33 - $281.53 $5.52M - $6.75M
300K $73M
ACN
Accenture PLC

Technology
-27.1K
- 11.49%
$300.91 - $398.25 $8.15M - $10.8M
209K $65.1M
ASML
Asml Holding Nv

Technology
-23.6K
- 78.53%
$662.63 - $776.99 $15.6M - $18.3M
6.45K $4.27M
TRP
Tc Energy Corp

Energy
-344K
- 24.23%
$44.29 - $49.27 $15.2M - $16.9M
1.08M $50.8M
CHDN
Churchill Downs Inc

Consumer Cyclical
-107K
- 96.77%
$106.5 - $132.91 $11.4M - $14.3M
3.59K $398K
ITT
Itt Inc.

Industrials
-84.4K
- 38.8%
$128.71 - $153.88 $10.9M - $13M
133K $17.2M
EA
Electronic Arts Inc.

Communication Services
-92.1K
- 31.18%
$116.53 - $146.29 $10.7M - $13.5M
203K $29.4M
COF
Capital One Financial Corp

Financial Services
-77.4K
- 96.53%
$163.87 - $209.82 $12.7M - $16.2M
2.78K $498K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5.38K
- 1.11%
$203.38 - $274.79 $1.09M - $1.48M
478K $98.2M
TFII
Tfi International Inc.

Industrials
-13.6K
- 9.26%
$76.98 - $140.13 $1.05M - $1.91M
133K $10.3M
LECO
Lincoln Electric Holdings Inc

Industrials
-49.9K
- 97.56%
$180.51 - $216.81 $9.01M - $10.8M
1.25K $236K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-39.7K
- 95.53%
$233.07 - $290.7 $9.25M - $11.5M
1.86K $501K
GLOB
Globant S.A.

Technology
-3.83K
- 4.39%
$117.72 - $228.73 $451K - $876K
83.5K $9.83M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-171K
- 78.5%
$46.15 - $63.53 $7.88M - $10.8M
46.8K $2.88M
ADBE
Adobe Inc.

Technology
-17.5K
- 95.98%
$377.84 - $464.11 $6.62M - $8.13M
734 $281K
MS
Morgan Stanley

Financial Services
-49.3K
- 21.54%
$111.68 - $141.08 $5.5M - $6.95M
179K $20.9M
CHTR
Charter Communications, Inc.

Communication Services
-30.6K
- 21.71%
$334.89 - $384.77 $10.3M - $11.8M
110K $40.7M
SAIA
Saia Inc

Industrials
-3.2K
- 5.32%
$349.29 - $508.47 $1.12M - $1.63M
57K $19.9M
TTWO
Take Two Interactive Software Inc

Communication Services
-43.4K
- 38.95%
$178.61 - $217.95 $7.75M - $9.46M
68K $14.1M
BR
Broadridge Financial Solutions, Inc.

Technology
-29.2K
- 68.24%
$221.46 - $244.83 $6.47M - $7.15M
13.6K $3.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.36K
- 13.92%
$551.42 - $612.93 $4.61M - $5.12M
51.7K $28.9M
AZN
Astrazeneca PLC

Healthcare
-134K
- 29.44%
$65.37 - $77.96 $8.73M - $10.4M
320K $23.5M
MAR
Marriott International Inc

Consumer Cyclical
-2.66K
- 2.09%
$237.01 - $304.45 $630K - $810K
125K $29.7M
CSX
Csx Corp

Industrials
-55.5K
- 4.79%
$29.11 - $33.67 $1.61M - $1.87M
1.1M $32.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-8.1K
- 10.23%
$161.05 - $222.93 $1.3M - $1.8M
71K $13M
Activity Summary
Buys All Purchases 127 New Holdings 14 Increased Positions 113 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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