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Basecamp Wealth Advisors’s Factset FDS Stock Holding History

Basecamp Wealth 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 		$162K Buy
706
+92
+15% +$21.1K 0.03% 301
2026
Q1 		$133K Sell
614
-2
-0.3% -$467 0.03% 335
2025
Q4 		$179K Buy
+616
New +$173K 0.04% 259

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

Basecamp Wealth Advisors's FDS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Factset (FDS) stake by 15% in Q2 2026, buying an estimated $21.1K and bringing the position to 706 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #301.

Basecamp Wealth Advisors first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $179K in Q4 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Basecamp Wealth Advisors held 706 shares of Factset worth $162K as of Q2 2026.
  • Basecamp Wealth Advisors bought 92 Factset shares in Q2 2026, an estimated $21.1K.
  • Factset made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • Basecamp Wealth Advisors first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Factset position peaked at $179K in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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