Koshinski Asset Management
FDS icon

Koshinski Asset Management’s Factset FDS Stock Holding History

Koshinski Asset 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
2025
Q4 		– Sell
-1,507
Closed -$432K – 726
2025
Q3 		$432K Buy
1,507
+135
+10% +$51.6K 0.03% 461
2025
Q2 		$614K Buy
1,372
+194
+16% +$85K 0.05% 356
2025
Q1 		$535K Buy
1,178
+287
+32% +$131K 0.05% 361
2024
Q4 		$428K Buy
891
+115
+15% +$54.6K 0.04% 405
2024
Q3 		$357K Buy
776
+163
+27% +$69.2K 0.03% 449
2024
Q2 		$252K Buy
613
+33
+6% +$14K 0.02% 501
2024
Q1 		$264K Sell
580
-215
-27% -$100K 0.03% 460
2023
Q4 		$379K Buy
795
+259
+48% +$117K 0.06% 344
2023
Q3 		$234K Sell
536
-59
-10% -$25.1K 0.03% 486
2023
Q2 		$238K Buy
595
+48
+9% +$19.4K 0.03% 507
2023
Q1 		$227K Buy
+547
New +$228K 0.02% 502
2022
Q2 		– Sell
-36
Closed -$15.6K – 1029
2022
Q1 		$15.6K Hold
36
– – ﹤0.01% 1481
2021
Q4 		$17.5K Hold
36
– – ﹤0.01% 1480
2021
Q3 		$14.2K Buy
+36
New +$13.1K ﹤0.01% 1561
2021
Q2 		– Sell
-1,388
Closed -$428K – 575
2021
Q1 		$428K Buy
+1,388
New +$439K 0.05% 399

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Koshinski Asset Management's FDS Position: Q4 2025 in Review

Koshinski Asset Management sold out of Factset (FDS) in Q4 2025, closing a stake of 1,507 shares — an estimated $432K sold.

Koshinski Asset Management first reported a position in FDS in Q1 2021 and held it in 15 quarters. The position peaked at $614K in Q2 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Koshinski Asset Management reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 1,507 Factset shares in Q4 2025, an estimated $432K.
  • Koshinski Asset Management first reported a position in Factset in Q1 2021 and held it in 15 quarters.
  • Koshinski Asset Management's Factset position peaked at $614K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Koshinski Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.