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Clark Wealth Partners’s Factset FDS Stock Holding History

Clark Wealth 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
2025
Q3 		– Sell
-2
Closed -$895 – 593
2025
Q2 		$895 Hold
2
– – ﹤0.01% 447
2025
Q1 		$909 Sell
2
-1
-33% -$455 ﹤0.01% 446
2024
Q4 		$1.44K Buy
+3
New +$1.43K ﹤0.01% 407

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Clark Wealth Partners's FDS Position: Q3 2025 in Review

Clark Wealth Partners sold out of Factset (FDS) in Q3 2025, closing a stake of 2 shares — an estimated $895 sold.

Clark Wealth Partners first reported a position in FDS in Q4 2024 and held it in 3 quarters. The position peaked at $1.44K in Q4 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Clark Wealth Partners reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 2 Factset shares in Q3 2025, an estimated $895.
  • Clark Wealth Partners first reported a position in Factset in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's Factset position peaked at $1.44K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.