Back to FDS
Moran Wealth Management, LLC → FDS
Moran Wealth Management, LLC FDS Position History
FactSet Research Systems Inc. • Technology
Quarters held
7
Latest value
$18K
Q3 2026
Peak value
$9.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q1 2026 | $434 |
| Q1 2026 | $6.9M |
| Q2 2026 | $7.7M |
| Q2 2026 | $21K |
| Q3 2026 | $9.6M |
| Q3 2026 | $18K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18K | 67 | — | — |
| Q3 2026 | $9.6M | 35.6K | — | — |
| Q2 2026 | $21K | 90 | — | — |
| Q2 2026 | $7.7M | 33.4K | — | — |
| Q1 2026 | $6.9M | 31.7K | — | — |
| Q1 2026 | $434 | 2 | — | — |
| Q4 2025 | $4.5M | 15.4K | — | — |
Other funds holding FDS
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B