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Angeles Wealth Management’s Factset FDS Stock Holding History

Angeles Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-756
Closed -$219K – 533
2025
Q4 		$219K Buy
+756
New +$212K 0.01% 343
2025
Q3 		– Sell
-617
Closed -$276K – 421
2025
Q2 		$276K Buy
617
+16
+3% +$7.01K 0.02% 277
2025
Q1 		$273K Sell
601
-1
-0.2% -$455 0.02% 233
2024
Q4 		$289K Sell
602
-39
-6% -$18.5K 0.02% 221
2024
Q3 		$295K Buy
+641
New +$272K 0.03% 208

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Wealth Management's FDS Position: Q1 2026 in Review

Angeles Wealth Management sold out of Factset (FDS) in Q1 2026, closing a stake of 756 shares — an estimated $219K sold.

Angeles Wealth Management first reported a position in FDS in Q3 2024 and held it in 5 quarters. The position peaked at $295K in Q3 2024. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Angeles Wealth Management reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 756 Factset shares in Q1 2026, an estimated $219K.
  • Angeles Wealth Management first reported a position in Factset in Q3 2024 and held it in 5 quarters.
  • Angeles Wealth Management's Factset position peaked at $295K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.