Aspect Partners’s Factset FDS Stock Holding History

Aspect Partners’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 Q3	$5.13K	Sell	19 -13	-41%	-$3.58K	﹤0.01%	390
2026 Q2	$7.36K	Buy	32 +28	+700%	+$6.43K	﹤0.01%	349
2026 Q1	$868	Sell	4 -6	-60%	-$1.4K	﹤0.01%	616
2025 Q4	$2.9K	Hold	10	–	–	﹤0.01%	464
2025 Q3	$2.86K	Buy	10 +4	+67%	+$1.53K	﹤0.01%	492
2025 Q2	$2.68K	Hold	6	–	–	﹤0.01%	445
2025 Q1	$2.73K	Hold	6	–	–	﹤0.01%	418
2024 Q4	$2.88K	Hold	6	–	–	﹤0.01%	437
2024 Q3	$2.76K	Hold	6	–	–	﹤0.01%	417
2024 Q2	$2.45K	Hold	6	–	–	﹤0.01%	441
2024 Q1	$2.73K	Hold	6	–	–	﹤0.01%	421
2023 Q4	$2.86K	Buy	+6	New	+$2.7K	﹤0.01%	398

Other funds holding FDS

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Aspect Partners's FDS Position: Q3 2026 in Review

Aspect Partners reduced its Factset (FDS) stake by 41% in Q3 2026, selling an estimated $3.58K and leaving 19 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Aspect Partners first reported a position in FDS in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.36K in Q2 2026. 177 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

Aspect Partners held 19 shares of Factset worth $5.13K as of Q3 2026.
Aspect Partners sold 13 Factset shares in Q3 2026, an estimated $3.58K.
Factset made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #390 holding.
Aspect Partners first reported a position in Factset in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Factset position peaked at $7.36K in Q2 2026.
177 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.