Ameritas Investment Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Buy |
9,827
+4,435
| +82% | +$1.04M | 0.07% | 325 |
|
|
2025
Q4 | $1.56M | Sell |
5,392
-144
| -3% | -$40.4K | 0.05% | 419 |
|
|
2025
Q3 | $1.59M | Buy |
5,536
+1,205
| +28% | +$460K | 0.05% | 422 |
|
|
2025
Q2 | $1.94M | Sell |
4,331
-27
| -0.6% | -$11.8K | 0.06% | 348 |
|
|
2025
Q1 | $1.98M | Buy |
4,358
+205
| +5% | +$93.3K | 0.07% | 326 |
|
|
2024
Q4 | $1.99M | Sell |
4,153
-464
| -10% | -$220K | 0.06% | 328 |
|
|
2024
Q3 | $2.12M | Sell |
4,617
-47
| -1% | -$20K | 0.07% | 310 |
|
|
2024
Q2 | $1.9M | Buy |
4,664
+200
| +4% | +$85K | 0.07% | 319 |
|
|
2024
Q1 | $2.03M | Buy |
4,464
+10
| +0.2% | +$4.66K | 0.07% | 328 |
|
|
2023
Q4 | $2.12M | Sell |
4,454
-278
| -6% | -$125K | 0.08% | 287 |
|
|
2023
Q3 | $2.07M | Sell |
4,732
-794
| -14% | -$338K | 0.08% | 252 |
|
|
2023
Q2 | $2.21M | Sell |
5,526
-38
| -0.7% | -$15.3K | 0.08% | 253 |
|
|
2023
Q1 | $2.31M | Buy |
5,564
+1,326
| +31% | +$552K | 0.09% | 238 |
|
|
2022
Q4 | $1.71M | Buy |
4,238
+270
| +7% | +$115K | 0.07% | 343 |
|
|
2022
Q3 | $1.59M | Buy |
3,968
+350
| +10% | +$148K | 0.07% | 323 |
|
|
2022
Q2 | $1.39M | Buy |
3,618
+1,800
| +99% | +$705K | 0.06% | 402 |
|
|
2022
Q1 | $789K | Hold |
1,818
| – | – | 0.03% | 687 |
|
|
2021
Q4 | $883K | Sell |
1,818
-9,525
| -84% | -$4.27M | 0.03% | 672 |
|
|
2021
Q3 | $4.48M | Sell |
11,343
-223
| -2% | -$81.1K | 0.16% | 89 |
|
|
2021
Q2 | $3.88M | Sell |
11,566
-187
| -2% | -$61.2K | 0.14% | 120 |
|
|
2021
Q1 | $3.66M | Sell |
11,753
-87
| -0.7% | -$27.5K | 0.14% | 121 |
|
|
2020
Q4 | $3.94M | Sell |
11,840
-946
| -7% | -$313K | 0.18% | 103 |
|
|
2020
Q3 | $4.28M | Sell |
12,786
-1,575
| -11% | -$544K | 0.19% | 80 |
|
|
2020
Q2 | $4.72M | Buy |
14,361
+1,118
| +8% | +$323K | 0.22% | 70 |
|
|
2020
Q1 | $3.45M | Hold |
13,243
| – | – | 0.2% | 75 |
|
|
2019
Q4 | $3.55M | Sell |
13,243
-945
| -7% | -$243K | 0.16% | 102 |
|
|
2019
Q3 | $3.45M | Sell |
14,188
-313
| -2% | -$86.8K | 0.16% | 109 |
|
|
2019
Q2 | $4.16M | Sell |
14,501
-53
| -0.4% | -$14.7K | 0.19% | 84 |
|
|
2019
Q1 | $3.61M | Hold |
14,554
| – | – | 0.17% | 98 |
|
|
2018
Q4 | $2.91M | Sell |
14,554
-155
| -1% | -$34.1K | 0.16% | 118 |
|
|
2018
Q3 | $3.29M | Sell |
14,709
-162
| -1% | -$35.1K | 0.15% | 127 |
|
|
2018
Q2 | $2.94M | Sell |
14,871
-118
| -0.8% | -$23.6K | 0.14% | 136 |
|
|
2018
Q1 | $2.99M | Sell |
14,989
-1,118
| -7% | -$226K | 0.14% | 139 |
|
|
2017
Q4 | $3.1M | Sell |
16,107
-101
| -0.6% | -$19.4K | 0.14% | 148 |
|
|
2017
Q3 | $2.65M | Hold |
16,208
| – | – | 0.13% | 167 |
|
|
2017
Q2 | $2.69M | Buy |
16,208
+145
| +0.9% | +$23.7K | 0.13% | 158 |
|
|
2017
Q1 | $2.65M | Sell |
16,063
-1,975
| -11% | -$345K | 0.13% | 158 |
|
|
2016
Q4 | $2.95M | Sell |
18,038
-213
| -1% | -$34K | 0.15% | 138 |
|
|
2016
Q3 | $2.96M | Buy |
18,251
+5,787
| +46% | +$997K | 0.16% | 116 |
|
|
2016
Q2 | $2.01M | Buy |
12,464
+6,243
| +100% | +$965K | 0.13% | 169 |
|
|
2016
Q1 | $943K | Hold |
6,221
| – | – | 0.06% | 332 |
|
|
2015
Q4 | $1.01M | Hold |
6,221
| – | – | 0.07% | 291 |
|
|
2015
Q3 | $994K | Buy |
6,221
+390
| +7% | +$63.8K | 0.07% | 280 |
|
|
2015
Q2 | $948K | Hold |
5,831
| – | – | 0.06% | 317 |
|
|
2015
Q1 | $928K | Buy |
5,831
+123
| +2% | +$18.4K | 0.06% | 332 |
|
|
2014
Q4 | $803K | Sell |
5,708
-82
| -1% | -$10.9K | 0.06% | 365 |
|
|
2014
Q3 | $704K | Sell |
5,790
-74
| -1% | -$9.14K | 0.05% | 412 |
|
|
2014
Q2 | $705K | Sell |
5,864
-208
| -3% | -$22.6K | 0.05% | 421 |
|
|
2014
Q1 | $655K | Sell |
6,072
-243
| -4% | -$25.7K | 0.05% | 441 |
|
|
2013
Q4 | $686K | Sell |
6,315
-76
| -1% | -$8.44K | 0.05% | 428 |
|
|
2013
Q3 | $697K | Buy |
+6,391
| New | +$690K | 0.07% | 378 |
|
Other funds holding FDS
VCM
VPM
Ameritas Investment Partners's FDS Position: Q1 2026 in Review
Ameritas Investment Partners increased its Factset (FDS) stake by 82% in Q1 2026, buying an estimated $1.04M and bringing the position to 9,827 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #325.
Ameritas Investment Partners first reported a position in FDS in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.72M in Q2 2020. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Ameritas Investment Partners held 9,827 shares of Factset worth $2.13M as of Q1 2026.
- Ameritas Investment Partners bought 4,435 Factset shares in Q1 2026, an estimated $1.04M.
- Factset made up 0.07% of Ameritas Investment Partners's portfolio in Q1 2026, its #325 holding.
- Ameritas Investment Partners first reported a position in Factset in Q3 2013 and has held it in 51 quarters since.
- Ameritas Investment Partners's Factset position peaked at $4.72M in Q2 2020.
- 719 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.