Hurlow Wealth Management Group’s Factset FDS Stock Holding History

Hurlow Wealth Management Group’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	–	Sell	-827	Closed	-$240K	–	121
2025 Q4	$240K	Sell	827 -123	-13%	-$34.5K	0.06%	112
2025 Q3	$272K	Sell	950 -38	-4%	-$14.5K	0.07%	97
2025 Q2	$442K	Hold	988	–	–	0.12%	72
2025 Q1	$449K	Hold	988	–	–	0.14%	69
2024 Q4	$475K	Sell	988 -31	-3%	-$14.7K	0.15%	65
2024 Q3	$469K	Hold	1,019	–	–	0.15%	67
2024 Q2	$416K	Sell	1,019 -24	-2%	-$10.2K	0.14%	74
2024 Q1	$474K	Hold	1,043	–	–	0.17%	66
2023 Q4	$498K	Hold	1,043	–	–	0.19%	60
2023 Q3	$456K	Hold	1,043	–	–	0.2%	61
2023 Q2	$418K	Hold	1,043	–	–	0.18%	67
2023 Q1	$433K	Sell	1,043 -1	-0.1%	-$416	0.2%	62
2022 Q4	$419K	Sell	1,044 -227	-18%	-$96.7K	0.22%	64
2022 Q3	$509K	Sell	1,271 -35	-3%	-$14.8K	0.3%	49
2022 Q2	$502K	Hold	1,306	–	–	0.29%	48
2022 Q1	$567K	Hold	1,306	–	–	0.35%	44
2021 Q4	$395K	Hold	1,306	–	–	0.31%	56
2021 Q3	$516K	Hold	1,306	–	–	0.31%	48
2021 Q2	$438K	Hold	1,306	–	–	0.29%	55
2021 Q1	$403K	Hold	1,306	–	–	0.29%	60
2020 Q4	$434K	Sell	1,306 -29	-2%	-$9.58K	0.34%	52
2020 Q3	$447K	Hold	1,335	–	–	0.41%	44
2020 Q2	$457K	Sell	1,335 -9	-0.7%	-$2.6K	0.44%	39
2020 Q1	$372K	Hold	1,344	–	–	0.4%	58
2019 Q4	$363K	Sell	1,344 -6	-0.4%	-$1.54K	0.36%	62
2019 Q3	$329K	Hold	1,350	–	–	0.35%	73
2019 Q2	$382K	Hold	1,350	–	–	0.4%	53
2019 Q1	$372K	Sell	1,350 -19	-1%	-$4.25K	0.4%	56
2018 Q4	$293K	Buy	+1,369	New	+$302K	0.35%	71

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hurlow Wealth Management Group's FDS Position: Q1 2026 in Review

Hurlow Wealth Management Group sold out of Factset (FDS) in Q1 2026, closing a stake of 827 shares — an estimated $240K sold.

Hurlow Wealth Management Group first reported a position in FDS in Q4 2018 and held it in 29 quarters. The position peaked at $567K in Q1 2022. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Hurlow Wealth Management Group reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
Hurlow Wealth Management Group sold 827 Factset shares in Q1 2026, an estimated $240K.
Hurlow Wealth Management Group first reported a position in Factset in Q4 2018 and held it in 29 quarters.
Hurlow Wealth Management Group's Factset position peaked at $567K in Q1 2022.
725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.