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Everpar Advisors’s Factset FDS Stock Holding History

Everpar Advisors’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
2025
Q3 		– Sell
-567
Closed -$254K – 283
2025
Q2 		$254K Buy
567
+70
+14% +$30.7K 0.12% 226
2025
Q1 		$226K Sell
497
-47
-9% -$21.4K 0.12% 233
2024
Q4 		$261K Buy
544
+6
+1% +$2.85K 0.13% 213
2024
Q3 		$247K Sell
538
-308
-36% -$131K 0.13% 218
2024
Q2 		$345K Buy
846
+98
+13% +$41.6K 0.17% 168
2024
Q1 		$340K Sell
748
-47
-6% -$21.9K 0.21% 163
2023
Q4 		$379K Buy
+795
New +$358K 0.18% 185

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Everpar Advisors's FDS Position: Q3 2025 in Review

Everpar Advisors sold out of Factset (FDS) in Q3 2025, closing a stake of 567 shares — an estimated $254K sold.

Everpar Advisors first reported a position in FDS in Q4 2023 and held it in 7 quarters. The position peaked at $379K in Q4 2023. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Everpar Advisors reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Everpar Advisors sold 567 Factset shares in Q3 2025, an estimated $254K.
  • Everpar Advisors first reported a position in Factset in Q4 2023 and held it in 7 quarters.
  • Everpar Advisors's Factset position peaked at $379K in Q4 2023.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Everpar Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.