Moran Wealth Management
FDS icon

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
Q3 		$9.6M Buy
35,641
+2,134
+6% +$587K 0.26% 132
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 		$9.6M 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 		$10M Sell
24,032
-31
-0.1% -$12.9K 0.38% 98
2022
Q4 		$9.7M Buy
+24,063
New +$10.2M 0.37% 90

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Moran Wealth Management's FDS Position: Q3 2026 in Review

Moran Wealth Management increased its Factset (FDS) stake by 6.4% in Q3 2026, buying an estimated $587K and bringing the position to 35,641 shares worth $9.6M. The position accounts for 0.26% of the portfolio, ranked #132.

Moran Wealth Management first reported a position in FDS in Q4 2022 and has held it in 13 quarters since. The position peaked at $11.8M in Q4 2024. 159 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Moran Wealth Management held 35,641 shares of Factset worth $9.6M as of Q3 2026.
  • Moran Wealth Management bought 2,134 Factset shares in Q3 2026, an estimated $587K.
  • Factset made up 0.26% of Moran Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Moran Wealth Management first reported a position in Factset in Q4 2022 and has held it in 13 quarters since.
  • Moran Wealth Management's Factset position peaked at $11.8M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.