Evolution Wealth Management’s Factset FDS Stock Holding History

Evolution Wealth Management’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 Q1	–	Sell	-240	Closed	-$69.6K	–	859
2025 Q4	$69.6K	Buy	+240	New	+$67.4K	0.06%	204

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Management's FDS Position: Q1 2026 in Review

Evolution Wealth Management sold out of Factset (FDS) in Q1 2026, closing a stake of 240 shares — an estimated $69.6K sold.

Evolution Wealth Management first reported a position in FDS in Q4 2025 and held it in 1 quarter. The position peaked at $69.6K in Q4 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Evolution Wealth Management reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
Evolution Wealth Management sold 240 Factset shares in Q1 2026, an estimated $69.6K.
Evolution Wealth Management first reported a position in Factset in Q4 2025 and held it in 1 quarter.
Evolution Wealth Management's Factset position peaked at $69.6K in Q4 2025.
718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.