Wealth Watch Advisors’s Factset FDS Stock Holding History

Wealth Watch 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 Q1	–	Sell	-6	Closed	-$1.74K	–	380
2025 Q4	$1.74K	Sell	6 -1	-14%	-$281	﹤0.01%	690
2025 Q3	$2K	Buy	+7	New	+$2.67K	﹤0.01%	655

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Watch Advisors's FDS Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Factset (FDS) in Q1 2026, closing a stake of 6 shares — an estimated $1.74K sold.

Wealth Watch Advisors first reported a position in FDS in Q3 2025 and held it in 2 quarters. The position peaked at $2K in Q3 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Wealth Watch Advisors reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 6 Factset shares in Q1 2026, an estimated $1.74K.
Wealth Watch Advisors first reported a position in Factset in Q3 2025 and held it in 2 quarters.
Wealth Watch Advisors's Factset position peaked at $2K in Q3 2025.
718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.