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Parkworth Wealth Management’s Factset FDS Stock Holding History

Parkworth 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
Q2 		$895 Buy
2
+1
+100% +$438 ﹤0.01% 448
2025
Q1 		$455 Hold
1
– – ﹤0.01% 452
2024
Q4 		$480 Buy
+1
New +$475 ﹤0.01% 445

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Parkworth Wealth Management's FDS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Factset (FDS) stake by 100% in Q2 2025, buying an estimated $438 and bringing the position to 2 shares worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Parkworth Wealth Management first reported a position in FDS in Q4 2024 and has held it in 3 quarters since. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Factset worth $895 as of Q2 2025.
  • Parkworth Wealth Management bought 1 Factset share in Q2 2025, an estimated $438.
  • Factset made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #448 holding.
  • Parkworth Wealth Management first reported a position in Factset in Q4 2024 and has held it in 3 quarters since.
  • 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.