High Note Wealth’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
$1.61K Hold
7
﹤0.01% 865
2026
Q1
$1.52K Buy
+7
New +$1.63K ﹤0.01% 855

Other funds holding FDS

High Note Wealth's FDS Position: Q2 2026 in Review

High Note Wealth held its Factset (FDS) position steady in Q2 2026 at 7 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

High Note Wealth first reported a position in FDS in Q1 2026 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • High Note Wealth held 7 shares of Factset worth $1.61K as of Q2 2026.
  • High Note Wealth left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #865 holding.
  • High Note Wealth first reported a position in Factset in Q1 2026 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.