Ritholtz Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Ritholtz Wealth Management's FDS Position: Q2 2026 in Review
Ritholtz Wealth Management opened a new position in Factset (FDS) in Q2 2026: 1,633 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in FDS as recently as Q2 2025.
Ritholtz Wealth Management first reported a position in FDS in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.63M in Q3 2022. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Ritholtz Wealth Management held 1,633 shares of Factset worth $376K as of Q2 2026.
- Factset was a new Ritholtz Wealth Management position in Q2 2026.
- Factset made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #962 holding.
- Ritholtz Wealth Management first reported a position in Factset in Q3 2022 and has held it in 3 quarters since.
- Ritholtz Wealth Management's Factset position peaked at $1.63M in Q3 2022.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.