Ahara Advisors’s Factset FDS Stock Holding History

Ahara Advisors’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	$5.15M	Buy	21,611 +19,838	+1,119%	+$4.56M	3.48%	7
2026 Q1	$385K	Buy	1,773 +63	+4%	+$14.7K	0.32%	45
2025 Q4	$496K	Buy	+1,710	New	+$480K	0.45%	37

Other funds holding FDS

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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Ahara Advisors's FDS Position: Q2 2026 in Review

Ahara Advisors increased its Factset (FDS) stake by 1,119% in Q2 2026, buying an estimated $4.56M and bringing the position to 21,611 shares worth $5.15M. The position accounts for 3.48% of the portfolio, ranked #7.

Ahara Advisors first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Ahara Advisors held 21,611 shares of Factset worth $5.15M as of Q2 2026.
Ahara Advisors bought 19,838 Factset shares in Q2 2026, an estimated $4.56M.
Factset made up 3.48% of Ahara Advisors's portfolio in Q2 2026, its #7 holding.
Ahara Advisors first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
152 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Ahara Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.