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SHP Wealth Management’s Factset FDS Stock Holding History

SHP 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 		$5.06K Buy
22
+7
+47% +$1.61K ﹤0.01% 1156
2026
Q1 		$3.25K Buy
15
+5
+50% +$1.17K ﹤0.01% 1166
2025
Q4 		$2.9K Buy
+10
New +$2.81K ﹤0.01% 1073

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Factset (FDS) stake by 47% in Q2 2026, buying an estimated $1.61K and bringing the position to 22 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

SHP Wealth Management first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • SHP Wealth Management held 22 shares of Factset worth $5.06K as of Q2 2026.
  • SHP Wealth Management bought 7 Factset shares in Q2 2026, an estimated $1.61K.
  • Factset made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1156 holding.
  • SHP Wealth Management first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.