Norden Group
FDS icon

Norden Group’s Factset FDS Stock Holding History

Norden Group’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 		$892K Sell
3,302
-38
-1% -$10.5K 0.07% 239
2026
Q2 		$768K Buy
3,340
+1,992
+148% +$457K 0.06% 258
2026
Q1 		$293K Buy
+1,348
New +$315K 0.03% 473
2025
Q4 		– Sell
-1,230
Closed -$352K – 622
2025
Q3 		$352K Sell
1,230
-41
-3% -$15.7K 0.04% 433
2025
Q2 		$568K Sell
1,271
-25
-2% -$11K 0.06% 311
2025
Q1 		$589K Sell
1,296
-2,052
-61% -$934K 0.07% 276
2024
Q4 		$1.61M Sell
3,348
-69
-2% -$32.8K 0.18% 113
2024
Q3 		$1.57M Buy
3,417
+1,417
+71% +$602K 0.19% 116
2024
Q2 		$817K Sell
2,000
-673
-25% -$286K 0.17% 135
2024
Q1 		$1.21M Buy
2,673
+323
+14% +$151K 0.25% 91
2023
Q4 		$1.12M Sell
2,350
-195
-8% -$87.8K 0.19% 69
2023
Q3 		$1.11M Buy
+2,545
New +$1.08M 0.37% 57

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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

Norden Group's FDS Position: Q3 2026 in Review

Norden Group reduced its Factset (FDS) stake by 1.1% in Q3 2026, selling an estimated $10.5K and leaving 3,302 shares worth $892K. The position accounts for 0.07% of the portfolio, ranked #239.

Norden Group first reported a position in FDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.61M in Q4 2024. 267 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Norden Group held 3,302 shares of Factset worth $892K as of Q3 2026.
  • Norden Group sold 38 Factset shares in Q3 2026, an estimated $10.5K.
  • Factset made up 0.07% of Norden Group's portfolio in Q3 2026, its #239 holding.
  • Norden Group first reported a position in Factset in Q3 2023 and has held it in 12 quarters since.
  • Norden Group's Factset position peaked at $1.61M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.