Total Wealth Planning & Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Total Wealth Planning & Management's FDS Position: Q2 2026 in Review
Total Wealth Planning & Management reduced its Factset (FDS) stake by 15% in Q2 2026, selling an estimated $371K and leaving 8,993 shares worth $2.07M. The position accounts for 1.4% of the portfolio, ranked #10.
Total Wealth Planning & Management first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.3M in Q1 2026. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Total Wealth Planning & Management held 8,993 shares of Factset worth $2.07M as of Q2 2026.
- Total Wealth Planning & Management sold 1,614 Factset shares in Q2 2026, an estimated $371K.
- Factset made up 1.4% of Total Wealth Planning & Management's portfolio in Q2 2026, its #10 holding.
- Total Wealth Planning & Management first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
- Total Wealth Planning & Management's Factset position peaked at $2.3M in Q1 2026.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.