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Palumbo Wealth Management’s Factset FDS Stock Holding History

Palumbo 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
2025
Q4 		– Sell
-4,603
Closed -$1.3M – 223
2025
Q3 		$1.3M Buy
4,603
+130
+3% +$49.7K 0.42% 50
2025
Q2 		$2M Sell
4,473
-142
-3% -$62.2K 0.62% 42
2025
Q1 		$2.1M Buy
4,615
+1,352
+41% +$616K 0.7% 40
2024
Q4 		$1.57M Buy
3,263
+528
+19% +$251K 0.59% 43
2024
Q3 		$1.26M Sell
2,735
-9
-0.3% -$3.82K 0.49% 52
2024
Q2 		$1.12M Buy
2,744
+535
+24% +$227K 0.47% 54
2024
Q1 		$1M Buy
2,209
+215
+11% +$100K 0.45% 55
2023
Q4 		$951K Buy
1,994
+121
+6% +$54.5K 0.49% 52
2023
Q3 		$819K Buy
1,873
+182
+11% +$77.5K 0.45% 51
2023
Q2 		$678K Buy
+1,691
New +$682K 0.41% 48

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Palumbo Wealth Management's FDS Position: Q4 2025 in Review

Palumbo Wealth Management sold out of Factset (FDS) in Q4 2025, closing a stake of 4,603 shares — an estimated $1.3M sold.

Palumbo Wealth Management first reported a position in FDS in Q2 2023 and held it in 10 quarters. The position peaked at $2.1M in Q1 2025. 796 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Palumbo Wealth Management reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 4,603 Factset shares in Q4 2025, an estimated $1.3M.
  • Palumbo Wealth Management first reported a position in Factset in Q2 2023 and held it in 10 quarters.
  • Palumbo Wealth Management's Factset position peaked at $2.1M in Q1 2025.
  • 796 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.