World Equity Group’s Factset FDS Stock Holding History

World Equity 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	–	Sell	-480	Closed	-$218K	–	332
2025 Q1	$218K	Buy	+480	New	+$219K	0.06%	281
2024 Q1	–	Sell	-1,030	Closed	-$491K	–	325
2023 Q4	$491K	Buy	+1,030	New	+$464K	0.1%	192
2023 Q3	–	Sell	-500	Closed	-$200K	–	347
2023 Q2	$200K	Sell	500 -8,608	-95%	-$3.47M	0.06%	303
2023 Q1	$347K	Buy	+9,108	New	+$3.79M	0.05%	345

Other funds holding FDS

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

World Equity Group's FDS Position: Q2 2025 in Review

World Equity Group sold out of Factset (FDS) in Q2 2025, closing a stake of 480 shares — an estimated $218K sold.

World Equity Group first reported a position in FDS in Q1 2023 and held it in 4 quarters. The position peaked at $491K in Q4 2023. 835 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

World Equity Group reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
World Equity Group sold 480 Factset shares in Q2 2025, an estimated $218K.
World Equity Group first reported a position in Factset in Q1 2023 and held it in 4 quarters.
World Equity Group's Factset position peaked at $491K in Q4 2023.
835 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.