Advisortrust Partners’s Factset FDS Stock Holding History

Advisortrust Partners’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Buy	1,325 +75	+6%	+$17.2K	0.1%	152
2026 Q1	$271K	Buy	+1,250	New	+$292K	0.11%	144

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisortrust Partners's FDS Position: Q2 2026 in Review

Advisortrust Partners increased its Factset (FDS) stake by 6% in Q2 2026, buying an estimated $17.2K and bringing the position to 1,325 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #152.

Advisortrust Partners first reported a position in FDS in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Advisortrust Partners held 1,325 shares of Factset worth $305K as of Q2 2026.
Advisortrust Partners bought 75 Factset shares in Q2 2026, an estimated $17.2K.
Factset made up 0.1% of Advisortrust Partners's portfolio in Q2 2026, its #152 holding.
Advisortrust Partners first reported a position in Factset in Q1 2026 and has held it in 2 quarters since.
764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.