Empirical Asset Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$489K Buy
2,254
+144
+7% +$33.6K 0.13% 222
2025
Q4
$612K Buy
+2,110
New +$592K 0.17% 168
2025
Q3
Sell
-1,387
Closed -$620K 382
2025
Q2
$620K Buy
1,387
+311
+29% +$136K 0.19% 167
2025
Q1
$489K Sell
1,076
-1,692
-61% -$770K 0.17% 189
2024
Q4
$230K Buy
+2,768
New +$1.32M 0.08% 280
2024
Q2
Sell
-687
Closed -$312K 365
2024
Q1
$312K Buy
+687
New +$320K 0.15% 197

Other funds holding FDS

Empirical Asset Management's FDS Position: Q1 2026 in Review

Empirical Asset Management increased its Factset (FDS) stake by 6.8% in Q1 2026, buying an estimated $33.6K and bringing the position to 2,254 shares worth $489K. The position accounts for 0.13% of the portfolio, ranked #222.

Empirical Asset Management first reported a position in FDS in Q1 2024 and has held it in 6 quarters since. The position peaked at $620K in Q2 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Empirical Asset Management held 2,254 shares of Factset worth $489K as of Q1 2026.
  • Empirical Asset Management bought 144 Factset shares in Q1 2026, an estimated $33.6K.
  • Factset made up 0.13% of Empirical Asset Management's portfolio in Q1 2026, its #222 holding.
  • Empirical Asset Management first reported a position in Factset in Q1 2024 and has held it in 6 quarters since.
  • Empirical Asset Management's Factset position peaked at $620K in Q2 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.