CWP
FDS icon

Curated Wealth Partners’s Factset FDS Stock Holding History

Curated 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
2024
Q2 		– Sell
-932
Closed -$423K – 184
2024
Q1 		$423K Buy
+932
New +$435K 0.06% 95

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Curated Wealth Partners's FDS Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Factset (FDS) in Q2 2026: 25,022 shares worth $53.6K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in FDS as recently as Q3 2025.

Curated Wealth Partners first reported a position in FDS in Q4 2020 and has held it in 20 quarters since. The position peaked at $562K in Q1 2022. 219 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Curated Wealth Partners held 25,022 shares of Factset worth $53.6K as of Q2 2026.
  • Factset was a new Curated Wealth Partners position in Q2 2026.
  • Factset made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #690 holding.
  • Curated Wealth Partners first reported a position in Factset in Q4 2020 and has held it in 20 quarters since.
  • Curated Wealth Partners's Factset position peaked at $562K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.