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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
2026
Q1 		– Sell
-7
Closed -$2.03K – 604
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

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tucker Asset Management's FDS Position: Q1 2026 in Review

Tucker Asset Management sold out of Factset (FDS) in Q1 2026, closing a stake of 7 shares — an estimated $2.03K sold.

Tucker Asset Management first reported a position in FDS in Q2 2024 and held it in 4 quarters. The position peaked at $7.82K in Q3 2024. 724 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Tucker Asset Management reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 7 Factset shares in Q1 2026, an estimated $2.03K.
  • Tucker Asset Management first reported a position in Factset in Q2 2024 and held it in 4 quarters.
  • Tucker Asset Management's Factset position peaked at $7.82K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.