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Bridgewater Associates’s Factset FDS Stock Holding History

Bridgewater Associates’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 		$7.93M Buy
+34,488
New +$7.92M 0.03% 376
2026
Q1 		– Sell
-10,274
Closed -$2.98M – 1085
2025
Q4 		$2.98M Buy
10,274
+2,838
+38% +$797K 0.01% 673
2025
Q3 		$2.13M Buy
+7,436
New +$2.84M 0.01% 712
2021
Q2 		– Sell
-743
Closed -$229K – 725
2021
Q1 		$229K Sell
743
-7,947
-91% -$2.51M ﹤0.01% 436
2020
Q4 		$2.89M Sell
8,690
-6,749
-44% -$2.23M 0.03% 258
2020
Q3 		$5.17M Buy
15,439
+8,127
+111% +$2.81M 0.06% 137
2020
Q2 		$2.4M Buy
7,312
+6,384
+688% +$1.84M 0.04% 88
2020
Q1 		$242K Sell
928
-7,914
-90% -$2.15M ﹤0.01% 364
2019
Q4 		$2.37M Sell
8,842
-10,406
-54% -$2.67M 0.02% 192
2019
Q3 		$4.68M Buy
19,248
+18,187
+1,714% +$5.05M 0.04% 146
2019
Q2 		$304K Buy
+1,061
New +$294K ﹤0.01% 293
2019
Q1 		– Sell
-27,685
Closed -$5.54M – 376
2018
Q4 		$5.54M Buy
27,685
+24,212
+697% +$5.33M 0.05% 150
2018
Q3 		$777K Sell
3,473
-5,350
-61% -$1.16M 0.01% 245
2018
Q2 		$1.75M Sell
8,823
-2,288
-21% -$457K 0.02% 209
2018
Q1 		$2.22M Buy
+11,111
New +$2.24M 0.02% 164
2017
Q3 		– Sell
-2,674
Closed -$444K – 320
2017
Q2 		$444K Sell
2,674
-15,727
-85% -$2.57M ﹤0.01% 267
2017
Q1 		$3.04M Buy
18,401
+17,001
+1,214% +$2.97M 0.03% 123
2016
Q4 		$229K Sell
1,400
-13,000
-90% -$2.07M ﹤0.01% 261
2016
Q3 		$2.33M Buy
14,400
+10,500
+269% +$1.81M 0.02% 182
2016
Q2 		$630K Buy
+3,900
New +$603K 0.01% 272
2016
Q1 		– Sell
-1,300
Closed -$211K – 278
2015
Q4 		$211K Sell
1,300
-4,600
-78% -$772K ﹤0.01% 256
2015
Q3 		$943K Buy
+5,900
New +$965K 0.01% 245
2015
Q2 		– Sell
-2,100
Closed -$334K – 342
2015
Q1 		$334K Buy
+2,100
New +$315K ﹤0.01% 268

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

Bridgewater Associates's FDS Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Factset (FDS) in Q2 2026: 34,488 shares worth $7.93M. The stake represents 0.03% of the portfolio and ranks #376 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in FDS as recently as Q4 2025.

Bridgewater Associates first reported a position in FDS in Q1 2015 and has held it in 23 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Bridgewater Associates held 34,488 shares of Factset worth $7.93M as of Q2 2026.
  • Factset was a new Bridgewater Associates position in Q2 2026.
  • Factset made up 0.03% of Bridgewater Associates's portfolio in Q2 2026, its #376 holding.
  • Bridgewater Associates first reported a position in Factset in Q1 2015 and has held it in 23 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.