MP
FDS icon

McDonald Partners’s Factset FDS Stock Holding History

McDonald Partners’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
-958
Closed -$276K – 216
2025
Q3 		$276K Sell
958
-1,631
-63% -$623K 0.08% 197
2025
Q2 		$1.17M Buy
2,589
+71
+3% +$31.1K 0.28% 101
2025
Q1 		$1.16M Buy
2,518
+171
+7% +$77.9K 0.3% 98
2024
Q4 		$1.13M Buy
2,347
+4
+0.2% +$1.9K 0.29% 100
2024
Q3 		$1.08M Buy
2,343
+156
+7% +$66.2K 0.27% 104
2024
Q2 		$893K Buy
2,187
+50
+2% +$21.2K 0.24% 113
2024
Q1 		$971K Buy
2,137
+2
+0.1% +$932 0.27% 104
2023
Q4 		$1.02M Sell
2,135
-14
-0.7% -$6.3K 0.3% 98
2023
Q3 		$939K Sell
2,149
-6
-0.3% -$2.56K 0.31% 95
2023
Q2 		$863K Buy
2,155
+43
+2% +$17.3K 0.26% 108
2023
Q1 		$877K Buy
2,112
+3
+0.1% +$1.25K 0.28% 104
2022
Q4 		$846K Sell
2,109
-167
-7% -$71.1K 0.29% 103
2022
Q3 		$911K Buy
2,276
+32
+1% +$13.5K 0.35% 85
2022
Q2 		$863K Buy
2,244
+91
+4% +$35.6K 0.22% 125
2022
Q1 		$935K Buy
+2,153
New +$908K 0.2% 133
2021
Q4 		– Sell
-2,026
Closed -$800K – 601
2021
Q3 		$800K Buy
2,026
+45
+2% +$16.4K 0.19% 144
2021
Q2 		$665K Buy
1,981
+1
+0.1% +$327 0.16% 157
2021
Q1 		$611K Sell
1,980
-1
-0.1% -$316 0.16% 156
2020
Q4 		$659K Buy
+1,981
New +$655K 0.19% 138

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McDonald Partners's FDS Position: Q4 2025 in Review

McDonald Partners sold out of Factset (FDS) in Q4 2025, closing a stake of 958 shares — an estimated $276K sold.

McDonald Partners first reported a position in FDS in Q4 2020 and held it in 19 quarters. The position peaked at $1.17M in Q2 2025. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • McDonald Partners reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • McDonald Partners sold 958 Factset shares in Q4 2025, an estimated $276K.
  • McDonald Partners first reported a position in Factset in Q4 2020 and held it in 19 quarters.
  • McDonald Partners's Factset position peaked at $1.17M in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.