FactSet Research Systems shares owned by GoalVest Advisory
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $871k | 3.0k | 290.19 |
| 2025-09-30 | $2.6k | 9 | 286.44 |
| 2025-06-30 | $4.0k | 9 | 447.33 |
| 2025-03-31 | $12k | 27 | 454.63 |
| 2024-12-31 | $21k | 44 | 480.27 |
| 2024-09-30 | $20k | 44 | 459.84 |
| 2024-06-30 | $18k | 44 | 408.27 |
| 2024-03-31 | $20k | 44 | 454.39 |
| 2023-12-31 | $21k | 44 | 477.05 |
| 2023-09-30 | $19k | 44 | 437.25 |
| 2023-06-30 | $18k | 44 | 400.66 |