Quaker Wealth Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$921 Hold
4
﹤0.01% 589
2026
Q1
$868 Buy
4
+3
+300% +$700 ﹤0.01% 568
2025
Q4
$291 Buy
+1
New +$281 ﹤0.01% 820
2025
Q3
Sell
-1
Closed -$448 860
2025
Q2
$448 Buy
+1
New +$438 ﹤0.01% 637

Other funds holding FDS

Quaker Wealth Management's FDS Position: Q2 2026 in Review

Quaker Wealth Management held its Factset (FDS) position steady in Q2 2026 at 4 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Quaker Wealth Management first reported a position in FDS in Q2 2025 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Quaker Wealth Management held 4 shares of Factset worth $921 as of Q2 2026.
  • Quaker Wealth Management left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Quaker Wealth Management first reported a position in Factset in Q2 2025 and has held it in 4 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.