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Tucker Asset Management’s Factset FDS Stock Holding History

Tucker Asset 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
2025
Q4 		$2.03K Buy
+7
New +$1.97K ﹤0.01% 847
2025
Q1 		– Sell
-13
Closed -$6.24K – 524
2024
Q4 		$6.24K Sell
13
-4
-24% -$1.9K ﹤0.01% 917
2024
Q3 		$7.82K Hold
17
– – ﹤0.01% 779
2024
Q2 		$6.94K Buy
+17
New +$7.22K ﹤0.01% 953

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tucker Asset Management's FDS Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Factset (FDS) in Q4 2025: 7 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in FDS as recently as Q4 2024.

Tucker Asset Management first reported a position in FDS in Q2 2024 and has held it in 4 quarters since. The position peaked at $7.82K in Q3 2024. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Tucker Asset Management held 7 shares of Factset worth $2.03K as of Q4 2025.
  • Factset was a new Tucker Asset Management position in Q4 2025.
  • Factset made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #847 holding.
  • Tucker Asset Management first reported a position in Factset in Q2 2024 and has held it in 4 quarters since.
  • Tucker Asset Management's Factset position peaked at $7.82K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.