IFWM
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Institute for Wealth Management’s Factset FDS Stock Holding History

Institute for Wealth 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
2026
Q2 		$177K Sell
770
-512
-40% -$118K 0.02% 543
2026
Q1 		$278K Sell
1,282
-98
-7% -$22.9K 0.03% 445
2025
Q4 		$401K Sell
1,380
-948
-41% -$266K 0.04% 359
2025
Q3 		$667K Buy
2,328
+82
+4% +$31.3K 0.07% 266
2025
Q2 		$1M Sell
2,246
-9
-0.4% -$3.94K 0.11% 193
2025
Q1 		$1.03M Buy
2,255
+108
+5% +$49.2K 0.13% 179
2024
Q4 		$1.03M Sell
2,147
-29
-1% -$13.8K 0.13% 169
2024
Q3 		$1M Buy
2,176
+356
+20% +$151K 0.13% 175
2024
Q2 		$743K Buy
1,820
+234
+15% +$99.4K 0.1% 207
2024
Q1 		$721K Sell
1,586
-1
-0.1% -$466 0.09% 219
2023
Q4 		$757K Buy
1,587
+17
+1% +$7.65K 0.12% 198
2023
Q3 		$687K Buy
1,570
+3
+0.2% +$1.28K 0.12% 198
2023
Q2 		$628K Sell
1,567
-90
-5% -$36.3K 0.11% 222
2023
Q1 		$688K Sell
1,657
-44
-3% -$18.3K 0.13% 199
2022
Q4 		$682K Sell
1,701
-45
-3% -$19.2K 0.14% 200
2022
Q3 		$698K Buy
1,746
+61
+4% +$25.8K 0.16% 172
2022
Q2 		$648K Sell
1,685
-32
-2% -$12.5K 0.13% 199
2022
Q1 		$746K Buy
1,717
+7
+0.4% +$2.95K 0.12% 210
2021
Q4 		$831K Sell
1,710
-634
-27% -$284K 0.14% 185
2021
Q3 		$925K Buy
2,344
+296
+14% +$108K 0.16% 164
2021
Q2 		$687K Buy
2,048
+146
+8% +$47.8K 0.12% 203
2021
Q1 		$587K Buy
1,902
+274
+17% +$86.7K 0.11% 228
2020
Q4 		$541K Buy
1,628
+115
+8% +$38K 0.11% 234
2020
Q3 		$507K Buy
1,513
+293
+24% +$101K 0.12% 223
2020
Q2 		$401K Buy
+1,220
New +$353K 0.1% 276

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's FDS Position: Q2 2026 in Review

Institute for Wealth Management reduced its Factset (FDS) stake by 40% in Q2 2026, selling an estimated $118K and leaving 770 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #543.

Institute for Wealth Management first reported a position in FDS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.03M in Q4 2024. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Institute for Wealth Management held 770 shares of Factset worth $177K as of Q2 2026.
  • Institute for Wealth Management sold 512 Factset shares in Q2 2026, an estimated $118K.
  • Factset made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Institute for Wealth Management first reported a position in Factset in Q2 2020 and has held it in 25 quarters since.
  • Institute for Wealth Management's Factset position peaked at $1.03M in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.