Measured Wealth Private Client Group’s Factset FDS Stock Holding History

Measured Wealth Private Client 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 Q2	$61K	Sell	265 -11	-4%	-$2.53K	0.01%	296
2026 Q1	$59.9K	Hold	276	–	–	0.02%	279
2025 Q4	$80.1K	Hold	276	–	–	0.02%	262
2025 Q3	$79.1K	Buy	+276	New	+$105K	0.02%	257
2022 Q2	–	Sell	-469	Closed	-$204K	–	181
2022 Q1	$204K	Hold	469	–	–	0.08%	168
2021 Q4	$228K	Buy	+469	New	+$210K	0.08%	148

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

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

Measured Wealth Private Client Group's FDS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Factset (FDS) stake by 4% in Q2 2026, selling an estimated $2.53K and leaving 265 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #296.

Measured Wealth Private Client Group first reported a position in FDS in Q4 2021 and has held it in 6 quarters since. The position peaked at $228K in Q4 2021. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Measured Wealth Private Client Group held 265 shares of Factset worth $61K as of Q2 2026.
Measured Wealth Private Client Group sold 11 Factset shares in Q2 2026, an estimated $2.53K.
Factset made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #296 holding.
Measured Wealth Private Client Group first reported a position in Factset in Q4 2021 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Factset position peaked at $228K in Q4 2021.
764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.