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Advyzon Investment Management’s Factset FDS Stock Holding History

Advyzon Investment Management’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 		$664K Buy
2,886
+16
+0.6% +$3.67K 0.05% 383
2026
Q1 		$623K Buy
+2,870
New +$670K 0.06% 331

Other funds holding FDS

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BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advyzon Investment Management's FDS Position: Q2 2026 in Review

Advyzon Investment Management increased its Factset (FDS) stake by 0.56% in Q2 2026, buying an estimated $3.67K and bringing the position to 2,886 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #383.

Advyzon Investment Management 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.

  • Advyzon Investment Management held 2,886 shares of Factset worth $664K as of Q2 2026.
  • Advyzon Investment Management bought 16 Factset shares in Q2 2026, an estimated $3.67K.
  • Factset made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #383 holding.
  • Advyzon Investment Management 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 Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.