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Beaird Harris Wealth Management’s Factset FDS Stock Holding History

Beaird Harris 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 		– Hold
0
– – – 715
2024
Q2 		– Sell
-2
Closed -$909 – 742
2024
Q1 		$909 Hold
2
– – ﹤0.01% 549
2023
Q4 		$955 Buy
+2
New +$900 ﹤0.01% 522
2023
Q1 		– Sell
-7
Closed -$2.81K – 565
2022
Q4 		$2.81K Buy
+7
New +$2.98K ﹤0.01% 521

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Beaird Harris Wealth Management's FDS Position: Q3 2025 in Review

Beaird Harris Wealth Management held its Factset (FDS) position steady in Q3 2025 at 0 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Beaird Harris Wealth Management first reported a position in FDS in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.81K in Q4 2022. 774 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Beaird Harris Wealth Management held 0 shares of Factset worth $52 as of Q3 2025.
  • Beaird Harris Wealth Management left its Factset share count unchanged in Q3 2025.
  • Factset made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q3 2025, its #715 holding.
  • Beaird Harris Wealth Management first reported a position in Factset in Q4 2022 and has held it in 3 quarters since.
  • Beaird Harris Wealth Management's Factset position peaked at $2.81K in Q4 2022.
  • 774 funds tracked by Wall St. Rank held Factset as of Q3 2025.

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