FactSet Research Systems shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in FactSet Research Systems
Tip: Access up to 7 years of quarterly data
All positions including FactSet Research Systems held by Outlook Wealth Advisors 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 Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 780 | 286.37 |
| 2025-06-30 | $392k | 877 | 447.35 |
| 2025-03-31 | $405k | 891 | 454.69 |
| 2024-12-31 | $425k | 884 | 480.33 |
| 2024-09-30 | $362k | 788 | 459.89 |
| 2024-06-30 | $293k | 717 | 408.29 |
| 2024-03-31 | $260k | 573 | 454.41 |
| 2023-12-31 | $214k | 449 | 477.05 |