Birch Hill Investment Advisors’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 | – | Sell |
-1,012
| Closed | -$294K | – | 198 |
|
|
2025
Q4 | $294K | Hold |
1,012
| – | – | 0.01% | 173 |
|
|
2025
Q3 | $290K | Hold |
1,012
| – | – | 0.01% | 172 |
|
|
2025
Q2 | $453K | Sell |
1,012
-86
| -8% | -$37.7K | 0.02% | 146 |
|
|
2025
Q1 | $499K | Hold |
1,098
| – | – | 0.02% | 140 |
|
|
2024
Q4 | $527K | Buy |
1,098
+86
| +8% | +$40.9K | 0.02% | 138 |
|
|
2024
Q3 | $465K | Hold |
1,012
| – | – | 0.02% | 137 |
|
|
2024
Q2 | $413K | Hold |
1,012
| – | – | 0.02% | 139 |
|
|
2024
Q1 | $460K | Hold |
1,012
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $483K | Hold |
1,012
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $443K | Hold |
1,012
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $405K | Hold |
1,012
| – | – | 0.02% | 123 |
|
|
2023
Q1 | $420K | Hold |
1,012
| – | – | 0.03% | 125 |
|
|
2022
Q4 | $406K | Hold |
1,012
| – | – | 0.03% | 124 |
|
|
2022
Q3 | $405K | Hold |
1,012
| – | – | 0.03% | 116 |
|
|
2022
Q2 | $389K | Hold |
1,012
| – | – | 0.02% | 121 |
|
|
2022
Q1 | $439K | Hold |
1,012
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $492K | Hold |
1,012
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $400K | Hold |
1,012
| – | – | 0.02% | 132 |
|
|
2021
Q2 | $340K | Hold |
1,012
| – | – | 0.02% | 134 |
|
|
2021
Q1 | $312K | Hold |
1,012
| – | – | 0.02% | 131 |
|
|
2020
Q4 | $336K | Hold |
1,012
| – | – | 0.02% | 127 |
|
|
2020
Q3 | $339K | Hold |
1,012
| – | – | 0.02% | 120 |
|
|
2020
Q2 | $332K | Hold |
1,012
| – | – | 0.02% | 118 |
|
|
2020
Q1 | $264K | Hold |
1,012
| – | – | 0.02% | 118 |
|
|
2019
Q4 | $272K | Hold |
1,012
| – | – | 0.02% | 130 |
|
|
2019
Q3 | $246K | Hold |
1,012
| – | – | 0.02% | 132 |
|
|
2019
Q2 | $290K | Hold |
1,012
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $251K | Hold |
1,012
| – | – | 0.02% | 129 |
|
|
2018
Q4 | $203K | Hold |
1,012
| – | – | 0.02% | 135 |
|
|
2018
Q3 | $226K | Hold |
1,012
| – | – | 0.02% | 144 |
|
|
2018
Q2 | $200K | Hold |
1,012
| – | – | 0.02% | 141 |
|
|
2018
Q1 | $202K | Buy |
+1,012
| New | +$204K | 0.02% | 140 |
|
Other funds holding FDS
Birch Hill Investment Advisors's FDS Position: Q1 2026 in Review
Birch Hill Investment Advisors sold out of Factset (FDS) in Q1 2026, closing a stake of 1,012 shares — an estimated $294K sold.
Birch Hill Investment Advisors first reported a position in FDS in Q1 2018 and held it in 32 quarters. The position peaked at $527K in Q4 2024. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Birch Hill Investment Advisors reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
- Birch Hill Investment Advisors sold 1,012 Factset shares in Q1 2026, an estimated $294K.
- Birch Hill Investment Advisors first reported a position in Factset in Q1 2018 and held it in 32 quarters.
- Birch Hill Investment Advisors's Factset position peaked at $527K in Q4 2024.
- 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.