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Revisor Wealth Management’s Factset FDS Stock Holding History

Revisor Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Sell
1,126
-75
-6% -$17.2K 0.06% 315
2026
Q1 		$261K Buy
1,201
+417
+53% +$97.3K 0.07% 273
2025
Q4 		$227K Sell
784
-8
-1% -$2.25K 0.06% 290
2025
Q3 		$224K Sell
792
-34
-4% -$13K 0.08% 250
2025
Q2 		$372K Buy
826
+141
+21% +$61.8K 0.13% 183
2025
Q1 		$312K Buy
+685
New +$312K 0.14% 165

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Revisor Wealth Management reduced its Factset (FDS) stake by 6.2% in Q2 2026, selling an estimated $17.2K and leaving 1,126 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #315.

Revisor Wealth Management first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $372K in Q2 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Revisor Wealth Management held 1,126 shares of Factset worth $259K as of Q2 2026.
  • Revisor Wealth Management sold 75 Factset shares in Q2 2026, an estimated $17.2K.
  • Factset made up 0.06% of Revisor Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Revisor Wealth Management first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
  • Revisor Wealth Management's Factset position peaked at $372K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.