DiNuzzo Private Wealth’s Factset FDS Stock Holding History

DiNuzzo Private Wealth’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	$1.62K	Buy	6 +5	+500%	+$1.38K	﹤0.01%	726
2026 Q2	$231	Hold	1	–	–	﹤0.01%	1236
2026 Q1	$217	Hold	1	–	–	﹤0.01%	1232
2025 Q4	$291	Sell	1 -5	-83%	-$1.4K	﹤0.01%	1206
2025 Q3	$2.24K	Hold	6	–	–	﹤0.01%	596
2025 Q2	$2.68K	Hold	6	–	–	﹤0.01%	525
2025 Q1	$2.73K	Hold	6	–	–	﹤0.01%	497
2024 Q4	$2.88K	Hold	6	–	–	﹤0.01%	481
2024 Q3	$2.76K	Hold	6	–	–	﹤0.01%	503
2024 Q2	$2.45K	Buy	6 +1	+20%	+$425	﹤0.01%	449
2024 Q1	$2.27K	Hold	5	–	–	﹤0.01%	432
2023 Q4	$2.39K	Buy	+5	New	+$2.25K	﹤0.01%	380

Other funds holding FDS

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

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

DiNuzzo Private Wealth's FDS Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Factset (FDS) stake by 500% in Q3 2026, buying an estimated $1.38K and bringing the position to 6 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

DiNuzzo Private Wealth first reported a position in FDS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.88K in Q4 2024. 119 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of Factset worth $1.62K as of Q3 2026.
DiNuzzo Private Wealth bought 5 Factset shares in Q3 2026, an estimated $1.38K.
Factset made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #726 holding.
DiNuzzo Private Wealth first reported a position in Factset in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Factset position peaked at $2.88K in Q4 2024.
119 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.