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FactSet Research Systems shares owned by Icon Wealth Partners

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Icon Wealth Partners from 13F filings

Historical chart of Icon Wealth Partners investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $132k 301 437.26
2023-06-30 $121k 301 400.65
2023-03-31 $122k 293 415.09
2019-03-31 $84k 340 247.06
2018-06-30 $64k 325 196.92
2017-12-31 $63k 328 192.07

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Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
Wells Fargo & Company
Investec Asset Management
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Charles Schwab Investment Management
Legal & General Group
Btim
Mitsubishi UFJ Asset Management
Congress Asset Management

View all funds holding FactSet Research Systems