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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
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

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

DiNuzzo Private Wealth's FDS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Factset (FDS) position steady in Q2 2026 at 1 share worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

DiNuzzo Private Wealth first reported a position in FDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.88K in Q4 2024. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • DiNuzzo Private Wealth held 1 share of Factset worth $231 as of Q2 2026.
  • DiNuzzo Private Wealth left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1236 holding.
  • DiNuzzo Private Wealth first reported a position in Factset in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Factset position peaked at $2.88K in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.