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MONECO Advisors’s Factset FDS Stock Holding History

MONECO Advisors’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
-536
Closed -$240K – 503
2025
Q2 		$240K Sell
536
-18
-3% -$7.88K 0.02% 425
2025
Q1 		$252K Sell
554
-16
-3% -$7.28K 0.03% 398
2024
Q4 		$274K Buy
570
+113
+25% +$53.7K 0.03% 389
2024
Q3 		$210K Buy
+457
New +$194K 0.03% 415

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

MONECO Advisors's FDS Position: Q3 2025 in Review

MONECO Advisors sold out of Factset (FDS) in Q3 2025, closing a stake of 536 shares — an estimated $240K sold.

MONECO Advisors first reported a position in FDS in Q3 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • MONECO Advisors reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • MONECO Advisors sold 536 Factset shares in Q3 2025, an estimated $240K.
  • MONECO Advisors first reported a position in Factset in Q3 2024 and held it in 4 quarters.
  • MONECO Advisors's Factset position peaked at $274K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on MONECO Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.