OP
FDS icon

ORG Partners’s Factset FDS Stock Holding History

ORG Partners’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
2025
Q4 		$70.5K Buy
243
+27
+13% +$7.58K 0.01% 517
2025
Q3 		$61.8K Buy
216
+11
+5% +$4.2K 0.01% 542
2025
Q2 		$92.7K Buy
205
+25
+14% +$11K 0.02% 451
2025
Q1 		$0 Buy
+180
New +$81.9K ﹤0.01% 1469

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ORG Partners's FDS Position: Q4 2025 in Review

ORG Partners increased its Factset (FDS) stake by 13% in Q4 2025, buying an estimated $7.58K and bringing the position to 243 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #517.

ORG Partners first reported a position in FDS in Q1 2025 and has held it in 4 quarters since. The position peaked at $92.7K in Q2 2025. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • ORG Partners held 243 shares of Factset worth $70.5K as of Q4 2025.
  • ORG Partners bought 27 Factset shares in Q4 2025, an estimated $7.58K.
  • Factset made up 0.01% of ORG Partners's portfolio in Q4 2025, its #517 holding.
  • ORG Partners first reported a position in Factset in Q1 2025 and has held it in 4 quarters since.
  • ORG Partners's Factset position peaked at $92.7K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.