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Altshuler Shaham’s Factset FDS Stock Holding History

Altshuler Shaham’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 		$8.05K Buy
35
+2
+6% +$459 ﹤0.01% 336
2026
Q1 		$7.16K Buy
33
+12
+57% +$2.8K ﹤0.01% 277
2025
Q4 		$6.09K Buy
+21
New +$5.89K ﹤0.01% 271
2024
Q1 		– Sell
-41
Closed -$19.6K – 330
2023
Q4 		$19.6K Buy
+41
New +$18.4K ﹤0.01% 208
2023
Q1 		– Sell
-76
Closed -$30.5K – 411
2022
Q4 		$30.5K Sell
76
-71
-48% -$30.2K ﹤0.01% 307
2022
Q3 		$58K Sell
147
-33
-18% -$14K ﹤0.01% 196
2022
Q2 		$69K Sell
180
-22
-11% -$8.61K ﹤0.01% 195
2022
Q1 		$88K Sell
202
-39
-16% -$16.5K ﹤0.01% 288
2021
Q4 		$117K Sell
241
-41
-15% -$18.4K ﹤0.01% 320
2021
Q3 		$112K Buy
282
+158
+127% +$57.4K ﹤0.01% 317
2021
Q2 		$42K Buy
+124
New +$40.6K ﹤0.01% 470
2021
Q1 		– Sell
-45
Closed -$15K – 487
2020
Q4 		$15K Sell
45
-133
-75% -$44K ﹤0.01% 351
2020
Q3 		$60K Buy
178
+40
+29% +$13.8K ﹤0.01% 210
2020
Q2 		$45K Buy
138
+68
+97% +$19.7K ﹤0.01% 201
2020
Q1 		$18K Sell
70
-272
-80% -$74K ﹤0.01% 240
2019
Q4 		$91K Sell
342
-83
-20% -$21.3K ﹤0.01% 180
2019
Q3 		$103K Buy
425
+160
+60% +$44.4K ﹤0.01% 172
2019
Q2 		$208K Buy
265
+48
+22% +$13.3K 0.01% 114
2019
Q1 		$24K Buy
217
+181
+503% +$40.5K ﹤0.01% 170
2018
Q4 		$7K Buy
36
+6
+20% +$1.32K ﹤0.01% 229
2018
Q3 		$7K Buy
+30
New +$6.51K ﹤0.01% 202

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 $3.38T AUM 44.17% 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

Altshuler Shaham's FDS Position: Q2 2026 in Review

Altshuler Shaham increased its Factset (FDS) stake by 6.1% in Q2 2026, buying an estimated $459 and bringing the position to 35 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Altshuler Shaham first reported a position in FDS in Q3 2018 and has held it in 21 quarters since. The position peaked at $208K in Q2 2019. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Altshuler Shaham held 35 shares of Factset worth $8.05K as of Q2 2026.
  • Altshuler Shaham bought 2 Factset shares in Q2 2026, an estimated $459.
  • Factset made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #336 holding.
  • Altshuler Shaham first reported a position in Factset in Q3 2018 and has held it in 21 quarters since.
  • Altshuler Shaham's Factset position peaked at $208K in Q2 2019.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.