Physician Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Physician Wealth Advisors's FDS Position: Q2 2026 in Review
Physician Wealth Advisors increased its Factset (FDS) stake by 280% in Q2 2026, buying an estimated $3.21K and bringing the position to 19 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.
Physician Wealth Advisors first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q4 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Physician Wealth Advisors held 19 shares of Factset worth $4.37K as of Q2 2026.
- Physician Wealth Advisors bought 14 Factset shares in Q2 2026, an estimated $3.21K.
- Factset made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1158 holding.
- Physician Wealth Advisors first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
- Physician Wealth Advisors's Factset position peaked at $10.4K in Q4 2025.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.