Moneta Group Investment Advisors’s Factset FDS Stock Holding History

Moneta Group Investment 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 Q4	–	Sell	-701	Closed	-$201K	–	823
2025 Q3	$201K	Buy	701 +11	+2%	+$4.2K	﹤0.01%	762
2025 Q2	$309K	Buy	690 +8	+1%	+$3.5K	﹤0.01%	557
2025 Q1	$310K	Buy	682 +125	+22%	+$56.9K	﹤0.01%	520
2024 Q4	$268K	Buy	557 +72	+15%	+$34.2K	﹤0.01%	561
2024 Q3	$223K	Buy	+485	New	+$206K	﹤0.01%	596
2024 Q2	–	Sell	-486	Closed	-$221K	–	614
2024 Q1	$221K	Sell	486 -30	-6%	-$14K	﹤0.01%	559
2023 Q4	$246K	Sell	516 -11	-2%	-$4.95K	﹤0.01%	489
2023 Q3	$230K	Buy	+527	New	+$224K	0.01%	460
2015 Q4	–	Sell	-52	Closed	-$8K	–	237
2015 Q3	$8K	Buy	+52	New	+$8.51K	﹤0.01%	442

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moneta Group Investment Advisors's FDS Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Factset (FDS) in Q4 2025, closing a stake of 701 shares — an estimated $201K sold.

Moneta Group Investment Advisors first reported a position in FDS in Q3 2015 and held it in 9 quarters. The position peaked at $310K in Q1 2025. 796 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

Moneta Group Investment Advisors reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 701 Factset shares in Q4 2025, an estimated $201K.
Moneta Group Investment Advisors first reported a position in Factset in Q3 2015 and held it in 9 quarters.
Moneta Group Investment Advisors's Factset position peaked at $310K in Q1 2025.
796 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.