Wealth Preservation Advisors’s Factset FDS Stock Holding History

Wealth Preservation Advisors’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 Q2	–	Sell	-12	Closed	-$2.6K	–	368
2026 Q1	$2.6K	Buy	+12	New	+$2.8K	﹤0.01%	565

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Preservation Advisors's FDS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Factset (FDS) in Q2 2026, closing a stake of 12 shares — an estimated $2.6K sold.

Wealth Preservation Advisors first reported a position in FDS in Q1 2026 and held it in 1 quarter. The position peaked at $2.6K in Q1 2026. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Wealth Preservation Advisors reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 12 Factset shares in Q2 2026, an estimated $2.6K.
Wealth Preservation Advisors first reported a position in Factset in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Factset position peaked at $2.6K in Q1 2026.
767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.