FactSet Research Systems shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $257k | 886 | 290.29 |
| 2025-09-30 | $237k | 829 | 286.40 |
| 2025-06-30 | $215k | 481 | 447.55 |
| 2025-03-31 | $187k | 410 | 454.85 |
| 2024-12-31 | $183k | 381 | 480.44 |
| 2024-09-30 | $175k | 381 | 459.96 |
| 2024-03-31 | $162k | 357 | 454.42 |
| 2023-12-31 | $144k | 301 | 477.06 |
| 2022-09-30 | $118k | 296 | 398.65 |