Moment Partners’s Factset FDS Stock Holding History

Moment 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 Q3	–	Sell	-635	Closed	-$284K	–	120
2025 Q2	$284K	Buy	635 +21	+3%	+$9.2K	0.05%	96
2025 Q1	$279K	Sell	614 -2	-0.3%	-$911	0.06%	95
2024 Q4	$296K	Buy	+616	New	+$293K	0.06%	95

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Moment Partners's FDS Position: Q3 2025 in Review

Moment Partners sold out of Factset (FDS) in Q3 2025, closing a stake of 635 shares — an estimated $284K sold.

Moment Partners first reported a position in FDS in Q4 2024 and held it in 3 quarters. The position peaked at $296K in Q4 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Moment Partners reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Moment Partners sold 635 Factset shares in Q3 2025, an estimated $284K.
Moment Partners first reported a position in Factset in Q4 2024 and held it in 3 quarters.
Moment Partners's Factset position peaked at $296K in Q4 2024.
772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Moment Partners's 13F filing for Q3 2025, filed 6 Nov 2025.