FactSet Research Systems shares owned by Mission Wealth Management
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in FactSet Research Systems
Tip: Access up to 7 years of quarterly data
All positions including FactSet Research Systems held by Mission Wealth Management 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 2.6k | 286.45 |
| 2025-06-30 | $1.2M | 2.6k | 447.25 |
| 2025-03-31 | $1.2M | 2.7k | 454.65 |
| 2024-12-31 | $1.3M | 2.6k | 480.36 |
| 2024-09-30 | $1.4M | 3.1k | 459.85 |
| 2024-06-30 | $1.3M | 3.2k | 408.31 |
| 2024-03-31 | $1.5M | 3.4k | 454.39 |
| 2023-12-31 | $1.6M | 3.4k | 477.00 |
| 2023-09-30 | $1.4M | 3.2k | 437.30 |
| 2023-06-30 | $1.3M | 3.1k | 400.62 |
| 2023-03-31 | $1.3M | 3.1k | 415.11 |
| 2022-12-31 | $1.2M | 3.1k | 401.17 |
| 2022-09-30 | $1.3M | 3.1k | 400.19 |
| 2022-06-30 | $1.2M | 3.2k | 384.69 |
| 2022-03-31 | $1.2M | 2.8k | 434.22 |
| 2021-12-31 | $1.2M | 2.5k | 486.14 |
| 2021-09-30 | $1.0M | 2.6k | 394.71 |
| 2021-06-30 | $858k | 2.6k | 335.68 |
| 2021-03-31 | $807k | 2.6k | 308.72 |
| 2020-12-31 | $761k | 2.3k | 332.60 |
| 2020-09-30 | $594k | 1.8k | 335.03 |
| 2020-06-30 | $569k | 1.7k | 328.33 |
| 2020-03-31 | $433k | 1.7k | 260.69 |
| 2019-12-31 | $455k | 1.7k | 268.28 |
| 2019-09-30 | $400k | 1.6k | 243.16 |
| 2019-06-30 | $494k | 1.7k | 286.38 |
| 2019-03-31 | $463k | 1.9k | 248.26 |
| 2018-12-31 | $327k | 1.6k | 200.37 |
| 2018-09-30 | $352k | 1.6k | 223.78 |
| 2018-06-30 | $277k | 1.4k | 197.86 |
| 2018-03-31 | $217k | 1.1k | 199.08 |