FactSet Research Systems shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in FactSet Research Systems
Tip: Access up to 7 years of quarterly data
All positions including FactSet Research Systems held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in FactSet Research Systems by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $30M | 25k | 1199.41 |
| 2025-09-30 | $221k | 772 | 286.49 |
| 2025-06-30 | $341k | 763 | 447.33 |
| 2025-03-31 | $343k | 754 | 454.64 |
| 2024-12-31 | $361k | 751 | 480.28 |
| 2024-09-30 | $345k | 751 | 459.85 |
| 2024-06-30 | $307k | 751 | 408.27 |
| 2024-03-31 | $424k | 932 | 454.39 |
| 2023-12-31 | $474k | 993 | 477.05 |
| 2023-09-30 | $443k | 1.0k | 437.26 |
| 2023-06-30 | $406k | 1.0k | 400.65 |
| 2023-03-31 | $421k | 1.0k | 415.09 |
| 2022-12-31 | $406k | 1.0k | 401.21 |
| 2022-09-30 | $405k | 1.0k | 399.80 |
| 2022-06-30 | $399k | 1.0k | 385.14 |
| 2022-03-31 | $562k | 1.2k | 486.16 |
| 2021-12-31 | $562k | 1.2k | 486.16 |
| 2021-09-30 | $456k | 1.2k | 394.46 |
| 2021-06-30 | $388k | 1.2k | 335.64 |
| 2021-03-31 | $345k | 1.1k | 308.59 |
| 2020-12-31 | $344k | 1.0k | 332.37 |