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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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All positions including FactSet Research Systems held by Icon Wealth Advisors 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 Advisors

Quarter filed Position value Share count Share price at filing
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

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Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
BlackRock
Bamco
State Street Corporation
Morgan Stanley
Wells Fargo & Company
Kayne Anderson Rudnick Investment Management
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Massachusetts Financial Services
Amundi

View all funds holding FactSet Research Systems