Wealthspire Advisors (New York)’s Factset FDS Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-2	Closed	-$573	–	1652
2025 Q3	$573	Buy	+2	New	+$764	﹤0.01%	2813
2019 Q1	–	Sell	-9	Closed	-$2K	–	302
2018 Q4	$2K	Buy	+9	New	+$1.98K	﹤0.01%	748

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s FDS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Factset (FDS) in Q4 2025, closing a stake of 2 shares — an estimated $573 sold.

Wealthspire Advisors (New York) first reported a position in FDS in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 795 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2 Factset shares in Q4 2025, an estimated $573.
Wealthspire Advisors (New York) first reported a position in Factset in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Factset position peaked at $2K in Q4 2018.
795 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.