Atticus Wealth Management’s Factset FDS Stock Holding History

Atticus 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
2025 Q3	–	Sell	-180	Closed	-$80.5K	–	343
2025 Q2	$80.5K	Hold	180	–	–	0.02%	269
2025 Q1	$81.8K	Hold	180	–	–	0.03%	187
2024 Q4	$86.5K	Hold	180	–	–	0.03%	181
2024 Q3	$82.8K	Sell	180 -2	-1%	-$849	0.03%	189
2024 Q2	$74.3K	Hold	182	–	–	0.02%	192
2024 Q1	$82.7K	Hold	182	–	–	0.03%	189
2023 Q4	$86.8K	Hold	182	–	–	0.03%	181
2023 Q3	$79.6K	Hold	182	–	–	0.03%	196
2023 Q2	$72.9K	Hold	182	–	–	0.03%	216
2023 Q1	$75.5K	Hold	182	–	–	0.03%	201
2022 Q4	$73K	Hold	182	–	–	0.03%	210
2022 Q3	$70K	Hold	182	–	–	0.03%	200
2022 Q2	$70K	Buy	182 +100	+122%	+$39.1K	0.03%	220
2022 Q1	$36K	Sell	82 -100	-55%	-$42.2K	0.01%	274
2021 Q4	$88K	Buy	+182	New	+$81.6K	0.03%	180

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Atticus Wealth Management's FDS Position: Q3 2025 in Review

Atticus Wealth Management sold out of Factset (FDS) in Q3 2025, closing a stake of 180 shares — an estimated $80.5K sold.

Atticus Wealth Management first reported a position in FDS in Q4 2021 and held it in 15 quarters. The position peaked at $88K in Q4 2021. 773 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Atticus Wealth Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 180 Factset shares in Q3 2025, an estimated $80.5K.
Atticus Wealth Management first reported a position in Factset in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Factset position peaked at $88K in Q4 2021.
773 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.