Darwin Wealth Management’s Factset FDS Stock Holding History

Darwin 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
2026 Q3	$7.83K	Buy	+29	New	+$7.98K	﹤0.01%	691
2026 Q2	–	Sell	-24	Closed	-$5.32K	–	780
2026 Q1	$5.32K	Hold	24	–	–	﹤0.01%	410
2025 Q4	$7.08K	Hold	24	–	–	﹤0.01%	407
2025 Q3	$6.96K	Hold	24	–	–	﹤0.01%	400
2025 Q2	$10.8K	Hold	24	–	–	﹤0.01%	349
2025 Q1	$11.6K	Hold	24	–	–	﹤0.01%	361
2024 Q4	$11.6K	Hold	24	–	–	﹤0.01%	361
2024 Q3	$11.1K	Buy	+24	New	+$10.2K	﹤0.01%	376

Other funds holding FDS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Darwin Wealth Management's FDS Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Factset (FDS) in Q3 2026: 29 shares worth $7.83K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in FDS as recently as Q1 2026.

Darwin Wealth Management first reported a position in FDS in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6K in Q1 2025. 504 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

Darwin Wealth Management held 29 shares of Factset worth $7.83K as of Q3 2026.
Factset was a new Darwin Wealth Management position in Q3 2026.
Factset made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #691 holding.
Darwin Wealth Management first reported a position in Factset in Q3 2024 and has held it in 8 quarters since.
Darwin Wealth Management's Factset position peaked at $11.6K in Q1 2025.
504 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.