Palisade Asset Management
FDS icon

Palisade Asset Management’s Factset FDS Stock Holding History

Palisade Asset 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 		$1.48M Buy
5,490
+255
+5% +$70.2K 0.14% 99
2026
Q2 		$1.2M Buy
5,235
+185
+4% +$42.5K 0.11% 111
2026
Q1 		$1.1M Sell
5,050
-820
-14% -$191K 0.11% 112
2025
Q4 		$1.7M Buy
5,870
+2,615
+80% +$734K 0.17% 90
2025
Q3 		$933K Buy
3,255
+500
+18% +$191K 0.09% 121
2025
Q2 		$1.23M Buy
2,755
+410
+17% +$180K 0.12% 108
2025
Q1 		$1.07M Buy
2,345
+100
+4% +$45.5K 0.11% 116
2024
Q4 		$1.08M Sell
2,245
-80
-3% -$38K 0.11% 115
2024
Q3 		$1.07M Buy
2,325
+400
+21% +$170K 0.1% 117
2024
Q2 		$786K Buy
1,925
+660
+52% +$280K 0.08% 130
2024
Q1 		$575K Buy
1,265
+90
+8% +$42K 0.06% 146
2023
Q4 		$561K Sell
1,175
-10
-0.8% -$4.5K 0.06% 143
2023
Q3 		$518K Buy
1,185
+30
+3% +$12.8K 0.06% 136
2023
Q2 		$463K Buy
1,155
+60
+5% +$24.2K 0.05% 147
2023
Q1 		$455K Buy
1,095
+45
+4% +$18.7K 0.06% 144
2022
Q4 		$421K Buy
1,050
+75
+8% +$31.9K 0.05% 155
2022
Q3 		$390K Buy
975
+45
+5% +$19K 0.05% 149
2022
Q2 		$358K Buy
930
+15
+2% +$5.87K 0.05% 157
2022
Q1 		$397K Buy
915
+125
+16% +$52.7K 0.05% 159
2021
Q4 		$384K Hold
790
– – 0.04% 156
2021
Q3 		$312K Buy
+790
New +$287K 0.04% 166

Other funds holding FDS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Palisade Asset Management's FDS Position: Q3 2026 in Review

Palisade Asset Management increased its Factset (FDS) stake by 4.9% in Q3 2026, buying an estimated $70.2K and bringing the position to 5,490 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #99.

Palisade Asset Management first reported a position in FDS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.7M in Q4 2025. 691 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Palisade Asset Management held 5,490 shares of Factset worth $1.48M as of Q3 2026.
  • Palisade Asset Management bought 255 Factset shares in Q3 2026, an estimated $70.2K.
  • Factset made up 0.14% of Palisade Asset Management's portfolio in Q3 2026, its #99 holding.
  • Palisade Asset Management first reported a position in Factset in Q3 2021 and has held it in 21 quarters since.
  • Palisade Asset Management's Factset position peaked at $1.7M in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Palisade Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.