Plante Moran Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-70
| Closed | -$20.3K | – | 774 |
|
|
2025
Q4 | $20.3K | Hold |
70
| – | – | ﹤0.01% | 447 |
|
|
2025
Q3 | $20.1K | Hold |
70
| – | – | ﹤0.01% | 463 |
|
|
2025
Q2 | $31.3K | Hold |
70
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $31.8K | Hold |
70
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $33.6K | Hold |
70
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $32.2K | Hold |
70
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $28.6K | Hold |
70
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $31.8K | Buy |
+70
| New | +$32.6K | ﹤0.01% | 425 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$2.49K | – | 821 |
|
|
2023
Q1 | $2.49K | Hold |
6
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $2.41K | Hold |
6
| – | – | ﹤0.01% | 730 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 782 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 812 |
|
|
2022
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 714 |
|
|
2021
Q4 | $3K | Hold |
6
| – | – | ﹤0.01% | 880 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 863 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $2K | Sell |
6
-2
| -25% | -$633 | ﹤0.01% | 907 |
|
|
2020
Q4 | $3K | Buy |
8
+2
| +33% | +$661 | ﹤0.01% | 744 |
|
|
2020
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 774 |
|
|
2020
Q2 | $2K | Buy |
+6
| New | +$1.73K | ﹤0.01% | 666 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$5.71K | – | 764 |
|
|
2019
Q4 | $6K | Sell |
21
-57
| -73% | -$14.6K | ﹤0.01% | 592 |
|
|
2019
Q3 | $19K | Buy |
78
+57
| +271% | +$15.8K | 0.01% | 511 |
|
|
2019
Q2 | $6K | Hold |
21
| – | – | ﹤0.01% | 620 |
|
|
2019
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 635 |
|
|
2018
Q4 | $4K | Buy |
+21
| New | +$4.63K | ﹤0.01% | 619 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$6K | – | 852 |
|
|
2017
Q1 | $6K | Sell |
35
-15
| -30% | -$2.62K | ﹤0.01% | 675 |
|
|
2016
Q4 | $8K | Buy |
+50
| New | +$7.97K | 0.01% | 617 |
|
|
2015
Q1 | – | Sell |
-16
| Closed | -$2K | – | 746 |
|
|
2014
Q4 | $2K | Buy |
+16
| New | +$2.12K | ﹤0.01% | 755 |
|
Other funds holding FDS
Plante Moran Financial Advisors's FDS Position: Q1 2026 in Review
Plante Moran Financial Advisors sold out of Factset (FDS) in Q1 2026, closing a stake of 70 shares — an estimated $20.3K sold.
Plante Moran Financial Advisors first reported a position in FDS in Q4 2014 and held it in 28 quarters. The position peaked at $33.6K in Q4 2024. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Plante Moran Financial Advisors reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
- Plante Moran Financial Advisors sold 70 Factset shares in Q1 2026, an estimated $20.3K.
- Plante Moran Financial Advisors first reported a position in Factset in Q4 2014 and held it in 28 quarters.
- Plante Moran Financial Advisors's Factset position peaked at $33.6K in Q4 2024.
- 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.