Creative Capital Management Investments’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$690 Buy
+3
New +$689 ﹤0.01% 1200
2025
Q3
– Sell
-11
Closed -$4.92K – 289
2025
Q2
$4.92K Buy
+11
New +$4.82K ﹤0.01% 253

Other funds holding FDS

Creative Capital Management Investments's FDS Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Factset (FDS) in Q2 2026: 3 shares worth $690. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in FDS as recently as Q2 2025.

Creative Capital Management Investments first reported a position in FDS in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.92K in Q2 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Creative Capital Management Investments held 3 shares of Factset worth $690 as of Q2 2026.
  • Factset was a new Creative Capital Management Investments position in Q2 2026.
  • Factset made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1200 holding.
  • Creative Capital Management Investments first reported a position in Factset in Q2 2025 and has held it in 2 quarters since.
  • Creative Capital Management Investments's Factset position peaked at $4.92K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.