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Guardian Wealth Advisors (Minnesota)’s Factset FDS Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$617K Buy
2,843
+892
+46% +$208K 0.35% 30
2025
Q4 		$566K Buy
1,951
+147
+8% +$41.3K 0.32% 33
2025
Q3 		$517K Buy
1,804
+1,305
+262% +$499K 0.29% 39
2025
Q2 		$223K Buy
+499
New +$219K 0.13% 67

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s FDS Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Factset (FDS) stake by 46% in Q1 2026, buying an estimated $208K and bringing the position to 2,843 shares worth $617K. The position accounts for 0.35% of the portfolio, ranked #30.

Guardian Wealth Advisors (Minnesota) first reported a position in FDS in Q2 2025 and has held it in 4 quarters since. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 2,843 shares of Factset worth $617K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 892 Factset shares in Q1 2026, an estimated $208K.
  • Factset made up 0.35% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #30 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Factset in Q2 2025 and has held it in 4 quarters since.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.