FDS β€” FACTSET RESH SYS INC

Ownership history in Wedmont Private Capital  Β·  6 quarters on record

AI Ownership Summary

Wedmont Private Capital reported FACTSET RESH SYS INC (FDS) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows FDS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital's position in FACTSET RESH SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wedmont Private Capital held FDS β€” position size vs. price
% of Fund (quarterly)    FDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,365 +507 +59.1% 0.01% $304K 2026-04-09 $213.52
2025 Q4 ADDED 858 +119 +16.1% 0.01% $251K 2026-01-08 $292.66
2025 Q2 ADDED 739 +254 +52.4% 0.01% $331K 2025-07-10 $444.59
2023 Q4 ADDED 485 +5 +1.0% 0.02% $222K 2024-01-09 $442.84
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wedmont Private Capital and FDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wedmont Private Capital reported owning FDS?

Wedmont Private Capital reported FDS across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDS position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for FDS was 0.02% in 2023 Q4.

What is the latest reported FDS position on this page?

The most recent filing on this page is 2026 Q1, when Wedmont Private Capital reported 1,365 shares, equal to 0.01% of portfolio, with an estimated market value of $304K.

What does the chart on this FDS ownership page compare?

The chart compares Wedmont Private Capital's quarterly FDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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