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Ritholtz Wealth Management’s Factset FDS Stock Holding History

Ritholtz 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
2025
Q3 		– Sell
-627
Closed -$281K – 1069
2025
Q2 		$281K Buy
+627
New +$275K 0.01% 819
2022
Q4 		– Sell
-4,085
Closed -$1.63M – 637
2022
Q3 		$1.63M Buy
+4,085
New +$1.73M 0.09% 154

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ritholtz Wealth Management's FDS Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Factset (FDS) in Q3 2025, closing a stake of 627 shares — an estimated $281K sold.

Ritholtz Wealth Management first reported a position in FDS in Q3 2022 and held it in 2 quarters. The position peaked at $1.63M in Q3 2022. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 627 Factset shares in Q3 2025, an estimated $281K.
  • Ritholtz Wealth Management first reported a position in Factset in Q3 2022 and held it in 2 quarters.
  • Ritholtz Wealth Management's Factset position peaked at $1.63M in Q3 2022.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.