AIM
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Aurora Investment Managers’s Factset FDS Stock Holding History

Aurora Investment Managers’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
Q1 		– Sell
-3,928
Closed -$1.14M – 34
2025
Q4 		$1.14M Buy
3,928
+35
+0.9% +$9.83K 0.65% 35
2025
Q3 		$1.11M Buy
3,893
+13
+0.3% +$4.97K 0.61% 37
2025
Q2 		$1.74M Hold
3,880
– – 1.05% 31
2025
Q1 		$1.76M Sell
3,880
-12
-0.3% -$5.46K 1.11% 30
2024
Q4 		$1.87M Sell
3,892
-113
-3% -$53.7K 1.17% 30
2024
Q3 		$1.84K Buy
4,005
+20
+0.5% +$8.49K 1.18% 30
2024
Q2 		$1.63M Sell
3,985
-96
-2% -$40.8K 1.17% 33
2024
Q1 		$1.85M Sell
4,081
-863
-17% -$402K 1.36% 32
2023
Q4 		$2.36M Sell
4,944
-21
-0.4% -$9.45K 1.8% 20
2023
Q3 		$2.17M Sell
4,965
-110
-2% -$46.8K 1.84% 18
2023
Q2 		$2.03M Hold
5,075
– – 1.55% 27
2023
Q1 		$2.11M Sell
5,075
-24
-0.5% -$9.99K 1.83% 22
2022
Q4 		$2.05M Sell
5,099
-100
-2% -$42.6K 2.05% 20
2022
Q3 		$2.08M Hold
5,199
– – 2.07% 18
2022
Q2 		$2M Buy
5,199
+29
+0.6% +$11.4K 1.93% 18
2022
Q1 		$2.25M Buy
+5,170
New +$2.18M 1.67% 20
2020
Q3 		– Sell
-7,031
Closed -$2.31M – 33
2020
Q2 		$2.31M Buy
7,031
+3
+0% +$867 1.87% 19
2020
Q1 		$1.83M Buy
7,028
+558
+9% +$152K 2.03% 16
2019
Q4 		$1.74M Buy
+6,470
New +$1.66M 1.7% 25

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aurora Investment Managers's FDS Position: Q1 2026 in Review

Aurora Investment Managers sold out of Factset (FDS) in Q1 2026, closing a stake of 3,928 shares — an estimated $1.14M sold.

Aurora Investment Managers first reported a position in FDS in Q4 2019 and held it in 19 quarters. The position peaked at $2.36M in Q4 2023. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Aurora Investment Managers reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Aurora Investment Managers sold 3,928 Factset shares in Q1 2026, an estimated $1.14M.
  • Aurora Investment Managers first reported a position in Factset in Q4 2019 and held it in 19 quarters.
  • Aurora Investment Managers's Factset position peaked at $2.36M in Q4 2023.
  • 719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Aurora Investment Managers's 13F filing for Q1 2026, filed 20 Apr 2026.