Raffa 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 | – | Sell |
-5
| Closed | -$1.08K | – | 1627 |
|
|
2026
Q1 | $1.08K | Hold |
5
| – | – | ﹤0.01% | 925 |
|
|
2025
Q4 | $1.45K | Hold |
5
| – | – | ﹤0.01% | 832 |
|
|
2025
Q3 | $1.43K | Hold |
5
| – | – | ﹤0.01% | 807 |
|
|
2025
Q2 | $2.24K | Hold |
5
| – | – | ﹤0.01% | 660 |
|
|
2025
Q1 | $2.27K | Hold |
5
| – | – | ﹤0.01% | 594 |
|
|
2024
Q4 | $2.4K | Hold |
5
| – | – | ﹤0.01% | 620 |
|
|
2024
Q3 | $2.3K | Hold |
5
| – | – | ﹤0.01% | 607 |
|
|
2024
Q2 | $2.04K | Hold |
5
| – | – | ﹤0.01% | 717 |
|
|
2024
Q1 | $2.27K | Hold |
5
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $2.38K | Hold |
5
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $2.19K | Hold |
5
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 607 |
|
|
2023
Q1 | $2.08K | Hold |
5
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $2.01K | Hold |
5
| – | – | ﹤0.01% | 593 |
|
|
2022
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 603 |
|
|
2022
Q2 | $1.92K | Hold |
5
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $2.17K | Hold |
5
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $2.43K | Hold |
5
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $1.97K | Hold |
5
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $1.68K | Hold |
5
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $1.54K | Hold |
5
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $1.66K | Hold |
5
| – | – | ﹤0.01% | 598 |
|
|
2020
Q3 | $1.67K | Hold |
5
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $1.64K | Hold |
5
| – | – | ﹤0.01% | 523 |
|
|
2020
Q1 | $1.3K | Hold |
5
| – | – | ﹤0.01% | 513 |
|
|
2019
Q4 | $1.34K | Hold |
5
| – | – | ﹤0.01% | 510 |
|
|
2019
Q3 | $1.22K | Buy |
+5
| New | +$1.39K | ﹤0.01% | 524 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | -$1.24K | – | 964 |
|
|
2019
Q1 | $1.24K | Hold |
5
| – | – | ﹤0.01% | 482 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $1.12K | Hold |
5
| – | – | ﹤0.01% | 557 |
|
|
2018
Q2 | $991 | Hold |
5
| – | – | ﹤0.01% | 587 |
|
|
2018
Q1 | $997 | Buy |
+5
| New | +$1.01K | ﹤0.01% | 556 |
|
Other funds holding FDS
Raffa Wealth Management's FDS Position: Q2 2026 in Review
Raffa Wealth Management sold out of Factset (FDS) in Q2 2026, closing a stake of 5 shares — an estimated $1.08K sold.
Raffa Wealth Management first reported a position in FDS in Q1 2018 and held it in 32 quarters. The position peaked at $2.43K in Q4 2021. 724 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Raffa Wealth Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
- Raffa Wealth Management sold 5 Factset shares in Q2 2026, an estimated $1.08K.
- Raffa Wealth Management first reported a position in Factset in Q1 2018 and held it in 32 quarters.
- Raffa Wealth Management's Factset position peaked at $2.43K in Q4 2021.
- 724 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.