Advisornet Financial’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $132K | Buy |
573
+5
| +0.9% | +$1.15K | 0.01% | 773 |
|
|
2026
Q1 | $123K | Sell |
568
-12
| -2% | -$2.8K | 0.01% | 748 |
|
|
2025
Q4 | $168K | Buy |
580
+12
| +2% | +$3.37K | 0.01% | 647 |
|
|
2025
Q3 | $163K | Sell |
568
-1
| -0.2% | -$382 | 0.01% | 651 |
|
|
2025
Q2 | $255K | Sell |
569
-11
| -2% | -$4.82K | 0.02% | 518 |
|
|
2025
Q1 | $264K | Buy |
580
+11
| +2% | +$5.01K | 0.02% | 486 |
|
|
2024
Q4 | $273K | Sell |
569
-9
| -2% | -$4.28K | 0.02% | 441 |
|
|
2024
Q3 | $266K | Buy |
578
+573
| +11,460% | +$243K | 0.02% | 466 |
|
|
2024
Q2 | $2.04K | Hold |
5
| – | – | ﹤0.01% | 1631 |
|
|
2024
Q1 | $2.27K | Hold |
5
| – | – | ﹤0.01% | 1578 |
|
|
2023
Q4 | $2.38K | Hold |
5
| – | – | ﹤0.01% | 1668 |
|
|
2023
Q3 | $2.19K | Sell |
5
-56
| -92% | -$23.9K | ﹤0.01% | 1614 |
|
|
2023
Q2 | $24.4K | Sell |
61
-3
| -5% | -$1.21K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $26.6K | Sell |
64
-4
| -6% | -$1.67K | ﹤0.01% | 980 |
|
|
2022
Q4 | $27.3K | Buy |
68
+7
| +11% | +$2.98K | ﹤0.01% | 957 |
|
|
2022
Q3 | $24K | Buy |
61
+5
| +9% | +$2.12K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $22K | Buy |
56
+1
| +2% | +$391 | ﹤0.01% | 1095 |
|
|
2022
Q1 | $24K | Hold |
55
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q4 | $27K | Hold |
55
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q3 | $22K | Sell |
55
-2,466
| -98% | -$896K | ﹤0.01% | 1224 |
|
|
2021
Q2 | $846K | Buy |
2,521
+133
| +6% | +$43.5K | 0.06% | 289 |
|
|
2021
Q1 | $737K | Buy |
2,388
+105
| +5% | +$33.2K | 0.05% | 293 |
|
|
2020
Q4 | $759K | Buy |
2,283
+172
| +8% | +$56.8K | 0.06% | 265 |
|
|
2020
Q3 | $707K | Buy |
2,111
+3
| +0.1% | +$1.04K | 0.06% | 277 |
|
|
2020
Q2 | $692K | Buy |
2,108
+39
| +2% | +$11.3K | 0.06% | 275 |
|
|
2020
Q1 | $539K | Buy |
2,069
+182
| +10% | +$49.5K | 0.05% | 289 |
|
|
2019
Q4 | $506K | Buy |
1,887
+12
| +0.6% | +$3.08K | 0.04% | 330 |
|
|
2019
Q3 | $456K | Sell |
1,875
-127
| -6% | -$35.2K | 0.04% | 344 |
|
|
2019
Q2 | $574K | Sell |
2,002
-12
| -0.6% | -$3.32K | 0.06% | 284 |
|
|
2019
Q1 | $500K | Buy |
2,014
+403
| +25% | +$90.1K | 0.06% | 275 |
|
|
2018
Q4 | $322K | Buy |
1,611
+98
| +6% | +$21.6K | 0.04% | 321 |
|
|
2018
Q3 | $338K | Sell |
1,513
-64
| -4% | -$13.9K | 0.04% | 327 |
|
|
2018
Q2 | $312K | Buy |
1,577
+51
| +3% | +$10.2K | 0.04% | 313 |
|
|
2018
Q1 | $304K | Buy |
1,526
+30
| +2% | +$6.06K | 0.04% | 313 |
|
|
2017
Q4 | $288K | Buy |
+1,496
| New | +$287K | 0.04% | 289 |
|
Other funds holding FDS
Advisornet Financial's FDS Position: Q2 2026 in Review
Advisornet Financial increased its Factset (FDS) stake by 0.88% in Q2 2026, buying an estimated $1.15K and bringing the position to 573 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #773.
Advisornet Financial first reported a position in FDS in Q4 2017 and has held it in 35 quarters since. The position peaked at $846K in Q2 2021. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Advisornet Financial held 573 shares of Factset worth $132K as of Q2 2026.
- Advisornet Financial bought 5 Factset shares in Q2 2026, an estimated $1.15K.
- Factset made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #773 holding.
- Advisornet Financial first reported a position in Factset in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Factset position peaked at $846K in Q2 2021.
- 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.