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 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 New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's FDS Position: Q1 2026 in Review

SHP Wealth Management increased its Factset (FDS) stake by 50% in Q1 2026, buying an estimated $1.17K and bringing the position to 15 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

SHP Wealth Management first reported a position in FDS in Q4 2025 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

SHP Wealth Management held 15 shares of Factset worth $3.25K as of Q1 2026.
SHP Wealth Management bought 5 Factset shares in Q1 2026, an estimated $1.17K.
Factset made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1166 holding.
SHP Wealth Management first reported a position in Factset in Q4 2025 and has held it in 2 quarters since.
721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.