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Moran Wealth Management’s Factset FDS Stock Holding History

Moran 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
2026
Q2 		$7.71M Buy
33,507
+1,802
+6% +$414K 0.21% 157
2026
Q1 		$6.88M Buy
31,705
+16,342
+106% +$3.81M 0.21% 156
2025
Q4 		$4.46M Buy
+15,363
New +$4.31M 0.14% 213
2025
Q1 		– Sell
-24,510
Closed -$11.8M – 461
2024
Q4 		$11.8M Buy
24,510
+662
+3% +$315K 0.38% 96
2024
Q3 		$11M Buy
23,848
+299
+1% +$127K 0.34% 97
2024
Q2 		$9.61M Buy
23,549
+247
+1% +$105K 0.32% 107
2024
Q1 		$10.6M Sell
23,302
-147
-0.6% -$68.5K 0.34% 102
2023
Q4 		$11.2M Buy
23,449
+226
+1% +$102K 0.4% 85
2023
Q3 		$10.2M Buy
23,223
+32
+0.1% +$13.6K 0.39% 98
2023
Q2 		$9.29M Sell
23,191
-841
-3% -$339K 0.35% 104
2023
Q1 		$9.98M Sell
24,032
-31
-0.1% -$12.9K 0.38% 98
2022
Q4 		$9.65M Buy
+24,063
New +$10.2M 0.37% 90

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moran Wealth Management's FDS Position: Q2 2026 in Review

Moran Wealth Management increased its Factset (FDS) stake by 5.7% in Q2 2026, buying an estimated $414K and bringing the position to 33,507 shares worth $7.71M. The position accounts for 0.21% of the portfolio, ranked #157.

Moran Wealth Management first reported a position in FDS in Q4 2022 and has held it in 12 quarters since. The position peaked at $11.8M in Q4 2024. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Moran Wealth Management held 33,507 shares of Factset worth $7.71M as of Q2 2026.
  • Moran Wealth Management bought 1,802 Factset shares in Q2 2026, an estimated $414K.
  • Factset made up 0.21% of Moran Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Moran Wealth Management first reported a position in Factset in Q4 2022 and has held it in 12 quarters since.
  • Moran Wealth Management's Factset position peaked at $11.8M in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.