Fortitude Family Office’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$690 Sell
3
-1
-25% -$230 ﹤0.01% 1889
2026
Q1
$868 Buy
+4
New +$933 ﹤0.01% 1545
2025
Q4
Sell
-2
Closed -$573 1989
2025
Q3
$573 Sell
2
-7
-78% -$2.67K ﹤0.01% 1759
2025
Q2
$4.03K Buy
+9
New +$3.94K ﹤0.01% 866

Other funds holding FDS

Fortitude Family Office's FDS Position: Q2 2026 in Review

Fortitude Family Office reduced its Factset (FDS) stake by 25% in Q2 2026, selling an estimated $230 and leaving 3 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Fortitude Family Office first reported a position in FDS in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.03K in Q2 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Fortitude Family Office held 3 shares of Factset worth $690 as of Q2 2026.
  • Fortitude Family Office sold 1 Factset share in Q2 2026, an estimated $230.
  • Factset made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1889 holding.
  • Fortitude Family Office first reported a position in Factset in Q2 2025 and has held it in 4 quarters since.
  • Fortitude Family Office's Factset position peaked at $4.03K in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.