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AIMZ Investment Advisors’s Factset FDS Stock Holding History

AIMZ Investment 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 		$2.02M Hold
8,780
– – 0.56% 58
2026
Q1 		$1.91M Buy
8,780
+105
+1% +$24.5K 0.59% 56
2025
Q4 		$2.52M Buy
+8,675
New +$2.44M 0.72% 46

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

AIMZ Investment Advisors's FDS Position: Q2 2026 in Review

AIMZ Investment Advisors held its Factset (FDS) position steady in Q2 2026 at 8,780 shares worth $2.02M. The position accounts for 0.56% of the portfolio, ranked #58.

AIMZ Investment Advisors first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • AIMZ Investment Advisors held 8,780 shares of Factset worth $2.02M as of Q2 2026.
  • AIMZ Investment Advisors left its Factset share count unchanged in Q2 2026.
  • Factset made up 0.56% of AIMZ Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • AIMZ Investment Advisors first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • AIMZ Investment Advisors's Factset position peaked at $2.52M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.