MSWM
FDS icon

Mowery & Schoenfeld Wealth Management’s Factset FDS Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-14
Closed -$4.06K – 410
2025
Q4 		$4.06K Buy
+14
New +$3.93K 0.01% 344

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FDS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Factset (FDS) in Q1 2026, closing a stake of 14 shares — an estimated $4.06K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FDS in Q4 2025 and held it in 1 quarter. The position peaked at $4.06K in Q4 2025. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 14 Factset shares in Q1 2026, an estimated $4.06K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Factset in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Factset position peaked at $4.06K in Q4 2025.
  • 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.