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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
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Darwin Wealth Management's FDS Position: Q2 2026 in Review

Darwin Wealth Management sold out of Factset (FDS) in Q2 2026, closing a stake of 24 shares — an estimated $5.32K sold.

Darwin Wealth Management first reported a position in FDS in Q3 2024 and held it in 7 quarters. The position peaked at $11.6K in Q1 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Darwin Wealth Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 24 Factset shares in Q2 2026, an estimated $5.32K.
  • Darwin Wealth Management first reported a position in Factset in Q3 2024 and held it in 7 quarters.
  • Darwin Wealth Management's Factset position peaked at $11.6K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.