FIM
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Freedom Investment Management’s Factset FDS Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-629
Closed -$281K – 333
2025
Q2 		$281K Sell
629
-35
-5% -$15.3K 0.02% 609
2025
Q1 		$302K Sell
664
-19
-3% -$8.65K 0.03% 591
2024
Q4 		$328K Sell
683
-23
-3% -$10.9K 0.03% 566
2024
Q3 		$325K Buy
706
+11
+2% +$4.67K 0.03% 574
2024
Q2 		$284K Buy
695
+12
+2% +$5.1K 0.02% 619
2024
Q1 		$310K Sell
683
-133
-16% -$62K 0.02% 593
2023
Q4 		$390K Sell
816
-177
-18% -$79.7K 0.03% 501
2023
Q3 		$434K Buy
993
+46
+5% +$19.6K 0.05% 402
2023
Q2 		$379K Sell
947
-252
-21% -$102K 0.04% 474
2023
Q1 		$498K Buy
1,199
+260
+28% +$108K 0.06% 407
2022
Q4 		$377K Sell
939
-8
-0.8% -$3.41K 0.04% 512
2022
Q3 		$379K Sell
947
-18
-2% -$7.62K 0.04% 500
2022
Q2 		$371K Buy
965
+6
+0.6% +$2.35K 0.04% 540
2022
Q1 		$416K Sell
959
-13
-1% -$5.49K 0.04% 523
2021
Q4 		$472K Buy
972
+6
+0.6% +$2.69K 0.03% 539
2021
Q3 		$382K Sell
966
-42
-4% -$15.3K 0.03% 582
2021
Q2 		$338K Sell
1,008
-1,354
-57% -$443K 0.03% 653
2021
Q1 		$729K Buy
2,362
+456
+24% +$144K 0.06% 400
2020
Q4 		$634K Buy
1,906
+487
+34% +$161K 0.07% 273
2020
Q3 		$475K Sell
1,419
-39
-3% -$13.5K 0.05% 295
2020
Q2 		$479K Sell
1,458
-122
-8% -$35.3K 0.05% 285
2020
Q1 		$452K Buy
1,580
+15
+1% +$4.08K 0.04% 371
2019
Q4 		$420K Buy
1,565
+14
+0.9% +$3.6K 0.04% 382
2019
Q3 		$377K Sell
1,551
-469
-23% -$130K 0.03% 430
2019
Q2 		$579K Buy
2,020
+34
+2% +$9.41K 0.05% 324
2019
Q1 		$493K Sell
1,986
-354
-15% -$79.2K 0.04% 387
2018
Q4 		$468K Sell
2,340
-731
-24% -$161K 0.04% 440
2018
Q3 		$713K Buy
3,071
+95
+3% +$20.6K 0.04% 409
2018
Q2 		$590K Buy
+2,976
New +$594K 0.04% 482

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Freedom Investment Management's FDS Position: Q3 2025 in Review

Freedom Investment Management sold out of Factset (FDS) in Q3 2025, closing a stake of 629 shares — an estimated $281K sold.

Freedom Investment Management first reported a position in FDS in Q2 2018 and held it in 29 quarters. The position peaked at $729K in Q1 2021. 773 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Freedom Investment Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 629 Factset shares in Q3 2025, an estimated $281K.
  • Freedom Investment Management first reported a position in Factset in Q2 2018 and held it in 29 quarters.
  • Freedom Investment Management's Factset position peaked at $729K in Q1 2021.
  • 773 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.