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Spire Wealth Management’s Factset FDS Stock Holding History

Spire 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 		$10.8K Buy
47
+1
+2% +$230 ﹤0.01% 1627
2026
Q1 		$9.98K Buy
46
+8
+21% +$1.87K ﹤0.01% 1609
2025
Q4 		$11K Sell
38
-30
-44% -$8.42K ﹤0.01% 1676
2025
Q3 		$19.5K Buy
68
+2
+3% +$764 ﹤0.01% 1539
2025
Q2 		$29.5K Sell
66
-793
-92% -$347K ﹤0.01% 1384
2025
Q1 		$390K Sell
859
-53
-6% -$24.1K 0.01% 639
2024
Q4 		$438K Sell
912
-2,949
-76% -$1.4M 0.01% 586
2024
Q3 		$1.78M Sell
3,861
-6,325
-62% -$2.69M 0.06% 256
2024
Q2 		$4.16M Sell
10,186
-1,355
-12% -$576K 0.15% 145
2024
Q1 		$5.24M Sell
11,541
-209
-2% -$97.4K 0.1% 156
2023
Q4 		$5.45M Buy
11,750
+1,805
+18% +$812K 0.18% 128
2023
Q3 		$4.35M Buy
9,945
+2,640
+36% +$1.12M 0.17% 129
2023
Q2 		$2.93M Buy
7,305
+77
+1% +$31.1K 0.11% 186
2023
Q1 		$3M Buy
7,228
+6,415
+789% +$2.67M 0.12% 165
2022
Q4 		$326K Sell
813
-6
-0.7% -$2.56K 0.02% 443
2022
Q3 		$328K Buy
819
+2
+0.2% +$847 0.02% 418
2022
Q2 		$314K Hold
817
– – 0.01% 616
2022
Q1 		$355K Sell
817
-11
-1% -$4.64K 0.01% 671
2021
Q4 		$402K Hold
828
– – 0.01% 778
2021
Q3 		$327K Hold
828
– – 0.01% 722
2021
Q2 		$278K Hold
828
– – 0.01% 806
2021
Q1 		$256K Buy
+828
New +$262K 0.01% 954

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management increased its Factset (FDS) stake by 2.2% in Q2 2026, buying an estimated $230 and bringing the position to 47 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Spire Wealth Management first reported a position in FDS in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.45M in Q4 2023. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Spire Wealth Management held 47 shares of Factset worth $10.8K as of Q2 2026.
  • Spire Wealth Management bought 1 Factset share in Q2 2026, an estimated $230.
  • Factset made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1627 holding.
  • Spire Wealth Management first reported a position in Factset in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Factset position peaked at $5.45M in Q4 2023.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.