Private Wealth Asset Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Private Wealth Asset Management's FDS Position: Q2 2026 in Review
Private Wealth Asset Management increased its Factset (FDS) stake by 2,025% in Q2 2026, buying an estimated $93K and bringing the position to 425 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #332.
Private Wealth Asset Management first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $147K in Q1 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Private Wealth Asset Management held 425 shares of Factset worth $97.8K as of Q2 2026.
- Private Wealth Asset Management bought 405 Factset shares in Q2 2026, an estimated $93K.
- Factset made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #332 holding.
- Private Wealth Asset Management first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
- Private Wealth Asset Management's Factset position peaked at $147K in Q1 2025.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.