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Destiny Wealth Partners’s Factset FDS Stock Holding History

Destiny 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
2026
Q1 		$140K Buy
+646
New +$151K 0.02% 277

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destiny Wealth Partners's FDS Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Factset (FDS) in Q1 2026: 646 shares worth $140K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Destiny Wealth Partners held 646 shares of Factset worth $140K as of Q1 2026.
  • Factset was a new Destiny Wealth Partners position in Q1 2026.
  • Factset made up 0.02% of Destiny Wealth Partners's portfolio in Q1 2026, its #277 holding.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.