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Global Wealth Strategies & Associates’s Factset FDS Stock Holding History

Global Wealth Strategies & Associates’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 		– Hold
0
– – – 537
2025
Q4 		– Sell
-6
Closed -$1.68K – 543
2025
Q3 		$1.75K Buy
+6
New +$2.29K ﹤0.01% 402

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Strategies & Associates's FDS Position: Q1 2026 in Review

Global Wealth Strategies & Associates held its Factset (FDS) position steady in Q1 2026 at 0 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Global Wealth Strategies & Associates first reported a position in FDS in Q3 2025 and has held it in 1 quarter since. The position peaked at $1.75K in Q3 2025. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Global Wealth Strategies & Associates held 0 shares of Factset worth $20 as of Q1 2026.
  • Global Wealth Strategies & Associates left its Factset share count unchanged in Q1 2026.
  • Factset made up ﹤0.01% of Global Wealth Strategies & Associates's portfolio in Q1 2026, its #537 holding.
  • Global Wealth Strategies & Associates first reported a position in Factset in Q3 2025 and has held it in 1 quarter since.
  • Global Wealth Strategies & Associates's Factset position peaked at $1.75K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.