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Toth Financial Advisory’s Factset FDS Stock Holding History

Toth Financial Advisory’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
2025
Q3 		– Sell
-8
Closed -$3.58K – 784
2025
Q2 		$3.58K Hold
8
– – ﹤0.01% 586
2025
Q1 		$3.64K Hold
8
– – ﹤0.01% 547
2024
Q4 		$3.84K Hold
8
– – ﹤0.01% 534
2024
Q3 		$3.68K Hold
8
– – ﹤0.01% 544
2024
Q2 		$3.27K Hold
8
– – ﹤0.01% 557
2024
Q1 		$3.64K Hold
8
– – ﹤0.01% 552
2023
Q4 		$3.82K Hold
8
– – ﹤0.01% 558
2023
Q3 		$3.5K Hold
8
– – ﹤0.01% 580
2023
Q2 		$3.21K Hold
8
– – ﹤0.01% 590
2023
Q1 		$3.32K Hold
8
– – ﹤0.01% 590
2022
Q4 		$3.21K Hold
8
– – ﹤0.01% 543
2022
Q3 		$3K Buy
+8
New +$3.39K ﹤0.01% 597

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Toth Financial Advisory's FDS Position: Q3 2025 in Review

Toth Financial Advisory sold out of Factset (FDS) in Q3 2025, closing a stake of 8 shares — an estimated $3.58K sold.

Toth Financial Advisory first reported a position in FDS in Q3 2022 and held it in 12 quarters. The position peaked at $3.84K in Q4 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Toth Financial Advisory reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 8 Factset shares in Q3 2025, an estimated $3.58K.
  • Toth Financial Advisory first reported a position in Factset in Q3 2022 and held it in 12 quarters.
  • Toth Financial Advisory's Factset position peaked at $3.84K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.