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Wealth Group’s Factset FDS Stock Holding History

Wealth Group’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
Q2 		$216K Buy
+484
New +$212K 0.21% 84

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
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
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

Wealth Group's FDS Position: Q2 2025 in Review

Wealth Group opened a new position in Factset (FDS) in Q2 2025: 484 shares worth $216K. The stake represents 0.21% of the portfolio and ranks #84 among its holdings.

835 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Wealth Group held 484 shares of Factset worth $216K as of Q2 2025.
  • Factset was a new Wealth Group position in Q2 2025.
  • Factset made up 0.21% of Wealth Group's portfolio in Q2 2025, its #84 holding.
  • 835 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.