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Fisher Investments · FDS Holdings Trend

FactSet · SEC 13F

Fisher Investments Holdings of FDS by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q142K$19M
2024Q222K$9M-53.0%
2024Q325K$12M+26.6%
2024Q448K$23M+98.2%
2025Q110K$5M-80.2%
2025Q29K$4M-8.4%

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Data source: SEC EDGAR Form 13F