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Meridian Wealth Management’s Factset FDS Stock Holding History

Meridian 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
Q3 		– Sell
-665
Closed -$298K – 713
2025
Q2 		$298K Sell
665
-35
-5% -$15.3K 0.01% 560
2025
Q1 		$318K Hold
700
– – 0.02% 510
2024
Q4 		$336K Buy
700
+2
+0.3% +$950 0.02% 501
2024
Q3 		$321K Buy
+698
New +$296K 0.02% 502
2024
Q2 		– Sell
-757
Closed -$344K – 367
2024
Q1 		$344K Hold
757
– – 0.06% 165
2023
Q4 		$361K Sell
757
-1,049
-58% -$472K 0.02% 451
2023
Q3 		$790K Buy
1,806
+720
+66% +$307K 0.05% 280
2023
Q2 		$435K Sell
1,086
-40
-4% -$16.1K 0.04% 351
2023
Q1 		$467K Hold
1,126
– – 0.04% 332
2022
Q4 		$452K Buy
+1,126
New +$480K 0.04% 325

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Meridian Wealth Management's FDS Position: Q3 2025 in Review

Meridian Wealth Management sold out of Factset (FDS) in Q3 2025, closing a stake of 665 shares — an estimated $298K sold.

Meridian Wealth Management first reported a position in FDS in Q4 2022 and held it in 10 quarters. The position peaked at $790K in Q3 2023. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Meridian Wealth Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 665 Factset shares in Q3 2025, an estimated $298K.
  • Meridian Wealth Management first reported a position in Factset in Q4 2022 and held it in 10 quarters.
  • Meridian Wealth Management's Factset position peaked at $790K in Q3 2023.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.