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One Wealth Capital Management’s Factset FDS Stock Holding History

One Wealth Capital 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 		$297K Buy
+1,290
New +$296K 0.08% 178

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

One Wealth Capital Management's FDS Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Factset (FDS) in Q2 2026: 1,290 shares worth $297K. The stake represents 0.08% of the portfolio and ranks #178 among its holdings.

282 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • One Wealth Capital Management held 1,290 shares of Factset worth $297K as of Q2 2026.
  • Factset was a new One Wealth Capital Management position in Q2 2026.
  • Factset made up 0.08% of One Wealth Capital Management's portfolio in Q2 2026, its #178 holding.
  • 282 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.