Drucker Wealth 3.0’s Factset FDS Stock Holding History

Drucker Wealth 3.0’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	$1.96M	Buy	8,519 +2,097	+33%	+$482K	0.31%	66
2026 Q1	$1.39M	Buy	6,422 +4,183	+187%	+$976K	0.24%	87
2025 Q4	$650K	Buy	+2,239	New	+$629K	0.11%	133

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Drucker Wealth 3.0's FDS Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Factset (FDS) stake by 33% in Q2 2026, buying an estimated $482K and bringing the position to 8,519 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #66.

Drucker Wealth 3.0 first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Drucker Wealth 3.0 held 8,519 shares of Factset worth $1.96M as of Q2 2026.
Drucker Wealth 3.0 bought 2,097 Factset shares in Q2 2026, an estimated $482K.
Factset made up 0.31% of Drucker Wealth 3.0's portfolio in Q2 2026, its #66 holding.
Drucker Wealth 3.0 first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.