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World Investment Advisors’s Factset FDS Stock Holding History

World Investment 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
2025
Q4 		– Sell
-1,455
Closed -$417K – 1496
2025
Q3 		$417K Sell
1,455
-72
-5% -$27.5K 0.01% 859
2025
Q2 		$683K Buy
1,527
+766
+101% +$336K 0.02% 626
2025
Q1 		$346K Buy
761
+223
+41% +$102K 0.01% 819
2024
Q4 		$258K Buy
+538
New +$256K 0.01% 874

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

World Investment Advisors's FDS Position: Q4 2025 in Review

World Investment Advisors sold out of Factset (FDS) in Q4 2025, closing a stake of 1,455 shares — an estimated $417K sold.

World Investment Advisors first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $683K in Q2 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • World Investment Advisors reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 1,455 Factset shares in Q4 2025, an estimated $417K.
  • World Investment Advisors first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • World Investment Advisors's Factset position peaked at $683K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.