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Litman Gregory Wealth Management’s Factset FDS Stock Holding History

Litman Gregory 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
2025
Q4 		$31.6K Buy
+109
New +$30.6K ﹤0.01% 250

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

Litman Gregory Wealth Management's FDS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Factset (FDS) in Q4 2025: 109 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Litman Gregory Wealth Management held 109 shares of Factset worth $31.6K as of Q4 2025.
  • Factset was a new Litman Gregory Wealth Management position in Q4 2025.
  • Factset made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #250 holding.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.