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FactSet Research Systems shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 756 290.19
2025-06-30 $276k 617 447.28
2025-03-31 $273k 601 454.64
2024-12-31 $289k 602 480.28
2024-09-30 $295k 641 459.85

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Japan Etf (EWJ)
Spdr Series Trust State Street Spd (SJNK)

View all positions for Angeles Wealth Management

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
State Street Corporation
Bamco
Loomis, Sayles and
Investec Asset Management
Wells Fargo & Company
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Invesco
Citadel Advisors
Marshall Wace
ProShare Advisors
Norges Bank Investment Management
Goldman Sachs Group

View all funds holding FactSet Research Systems