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Robertson Stephens Wealth Management’s Factset FDS Stock Holding History

Robertson Stephens 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 		– Sell
-2,524
Closed -$548K – 652
2026
Q1 		$548K Buy
2,524
+10
+0.4% +$2.33K 0.02% 405
2025
Q4 		$730K Sell
2,514
-163
-6% -$45.8K 0.02% 362
2025
Q3 		$767K Buy
2,677
+2,223
+490% +$849K 0.02% 282
2025
Q2 		$203K Sell
454
-64
-12% -$28K 0.01% 531
2025
Q1 		$236K Sell
518
-1,212
-70% -$552K 0.01% 500
2024
Q4 		$831K Sell
1,730
-12
-0.7% -$5.7K 0.03% 277
2024
Q3 		$801K Buy
1,742
+230
+15% +$97.7K 0.03% 316
2024
Q2 		$617K Buy
1,512
+3
+0.2% +$1.27K 0.03% 296
2024
Q1 		$686K Buy
+1,509
New +$704K 0.04% 291

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Robertson Stephens Wealth Management's FDS Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Factset (FDS) in Q2 2026, closing a stake of 2,524 shares — an estimated $548K sold.

Robertson Stephens Wealth Management first reported a position in FDS in Q1 2024 and held it in 9 quarters. The position peaked at $831K in Q4 2024. 303 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,524 Factset shares in Q2 2026, an estimated $548K.
  • Robertson Stephens Wealth Management first reported a position in Factset in Q1 2024 and held it in 9 quarters.
  • Robertson Stephens Wealth Management's Factset position peaked at $831K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.