Avanza Fonder’s Factset FDS Stock Holding History

Avanza Fonder’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 Q4	–	Sell	-3,084	Closed	-$884K	–	509
2025 Q3	$884K	Hold	3,084	–	–	0.02%	352
2025 Q2	$1.38M	Hold	3,084	–	–	0.04%	303
2025 Q1	$1.39M	Hold	3,084	–	–	0.05%	306
2024 Q4	$1.48M	Buy	+3,084	New	+$1.47M	0.04%	299

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

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Avanza Fonder's FDS Position: Q4 2025 in Review

Avanza Fonder sold out of Factset (FDS) in Q4 2025, closing a stake of 3,084 shares — an estimated $884K sold.

Avanza Fonder first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $1.48M in Q4 2024. 796 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

Avanza Fonder reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
Avanza Fonder sold 3,084 Factset shares in Q4 2025, an estimated $884K.
Avanza Fonder first reported a position in Factset in Q4 2024 and held it in 4 quarters.
Avanza Fonder's Factset position peaked at $1.48M in Q4 2024.
796 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Avanza Fonder's 13F filing for Q4 2025, filed 12 Jan 2026.