Question 1

How many shares of FDS does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 13,492 shares of FDS (FACTSET RESEARCH SYSTEMS INC).

Question 2

What is Steward Partners Investment Advisory, LLC's FDS position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FDS position is worth $3.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FDS?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FDS position (+126.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FDS?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FDS in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13,492	+126.0%	$3.1M	0.0%	$230.08	43
2026-Q1	Increased	5,970	+0.7%	$1.3M	0.0%	$222.87	25
2025-Q4	Increased	5,927	+1.7%	$1.7M	0.0%	$291.40	26
2025-Q3	Increased	5,828	+5.7%	$1.7M	0.0%	$289.52	27
2025-Q2	Decreased	5,516	-1.5%	$2.5M	0.0%	$438.39	0
2025-Q1	Decreased	5,599	-2.8%	$2.5M	0.0%	$444.62	0
2024-Q4	Decreased	5,760	-10.9%	$2.8M	0.0%	$477.13	0
2024-Q3	Decreased	6,467	-17.0%	$3M	0.0%	$452.26	0
2024-Q2	Decreased	7,794	-0.3%	$3.2M	0.0%	$401.72	0
2024-Q1	Increased	7,819	+3.0%	$3.6M	0.0%	$445.95	27
2023-Q4	Increased	7,593	+1.6%	$3.6M	0.0%	$467.20	27
2023-Q3	Decreased	7,472	-13.2%	$3.3M	0.1%	$427.31	0
2023-Q2	Increased	8,608	+1.2%	$3.4M	0.1%	$385.67	27
2023-Q1	Increased	8,509	+1.2%	$3.5M	0.1%	$399.41	27
2022-Q4	Decreased	8,409	-2.0%	$3.4M	0.1%	$389.38	0
2022-Q3	Increased	8,581	+52.4%	$3.4M	0.1%	$384.40	37
2022-Q2	Increased	5,629	+1.1%	$2.2M	0.0%	$370.32	26
2022-Q1	Increased	5,565	+0.5%	$2.4M	0.0%	$424.23	26
2021-Q4	Increased	5,537	+1.6%	$2.7M	0.0%	$466.50	27
2021-Q3	Increased	5,452	+4.9%	$2.2M	0.0%	$378.98	27
2021-Q2	Decreased	5,196	-50.3%	$1.7M	0.0%	$322.18	0
2021-Q1	Increased	10,462	+108.0%	$1.6B	0.0%	$297.70	51
2020-Q4	Decreased	5,030	-1.8%	$1.7M	0.0%	$313.19	0
2020-Q3	Decreased	5,123	-0.6%	$1.7M	0.0%	$317.75	0
2020-Q2	Increased	5,155	+18.0%	$1.7M	0.0%	$310.26	30
2020-Q1	Increased	4,367	+6.2%	$1.1M	0.0%	$253.85	27
2019-Q4	Increased	4,114	+0.5%	$1.1M	0.0%	$252.86	25
2019-Q3	Increased	4,094	+0.9%	$994,000	0.0%	$228.08	25
2019-Q2	Decreased	4,058	-0.8%	$1.2M	0.0%	$269.24	0
2019-Q1	New	4,089	-	$1M	0.0%	$232.66	35

FDS30 quarters

FDS
30 quarters