Capital Insight 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 | – | Sell |
-3,904
| Closed | -$1.13M | – | 36 |
|
|
2025
Q4 | $1.13M | Sell |
3,904
-1,838
| -32% | -$516K | 0.24% | 79 |
|
|
2025
Q3 | $1.65M | Sell |
5,742
-2,119
| -27% | -$809K | 0.27% | 78 |
|
|
2025
Q2 | $3.52M | Sell |
7,861
-1,074
| -12% | -$470K | 0.61% | 52 |
|
|
2025
Q1 | $4.06M | Sell |
8,935
-519
| -5% | -$236K | 0.71% | 47 |
|
|
2024
Q4 | $4.54M | Sell |
9,454
-1,785
| -16% | -$848K | 0.78% | 45 |
|
|
2024
Q3 | $5.17M | Buy |
11,239
+382
| +4% | +$162K | 0.9% | 36 |
|
|
2024
Q2 | $4.43M | Sell |
10,857
-212
| -2% | -$90.1K | 0.84% | 39 |
|
|
2024
Q1 | $5.03M | Buy |
11,069
+773
| +8% | +$360K | 0.94% | 36 |
|
|
2023
Q4 | $4.91M | Buy |
10,296
+252
| +3% | +$113K | 1% | 27 |
|
|
2023
Q3 | $4.39M | Buy |
10,044
+325
| +3% | +$138K | 1% | 28 |
|
|
2023
Q2 | $3.89M | Sell |
9,719
-349
| -3% | -$141K | 0.87% | 36 |
|
|
2023
Q1 | $4.18M | Sell |
10,068
-568
| -5% | -$237K | 0.98% | 24 |
|
|
2022
Q4 | $4.27M | Sell |
10,636
-104
| -1% | -$44.3K | 1.11% | 22 |
|
|
2022
Q3 | $4.3M | Sell |
10,740
-75
| -0.7% | -$31.7K | 1.16% | 18 |
|
|
2022
Q2 | $4.16M | Buy |
10,815
+180
| +2% | +$70.5K | 0.97% | 27 |
|
|
2022
Q1 | $4.62M | Buy |
10,635
+671
| +7% | +$283K | 0.94% | 27 |
|
|
2021
Q4 | $4.84M | Buy |
9,964
+276
| +3% | +$124K | 0.99% | 29 |
|
|
2021
Q3 | $3.83M | Buy |
9,688
+375
| +4% | +$136K | 0.83% | 34 |
|
|
2021
Q2 | $3.13M | Buy |
9,313
+532
| +6% | +$174K | 0.71% | 48 |
|
|
2021
Q1 | $2.71M | Buy |
8,781
+480
| +6% | +$152K | 0.66% | 60 |
|
|
2020
Q4 | $2.76M | Buy |
8,301
+66
| +0.8% | +$21.8K | 0.69% | 52 |
|
|
2020
Q3 | $2.76M | Sell |
8,235
-79
| -1% | -$27.3K | 0.78% | 42 |
|
|
2020
Q2 | $2.73M | Sell |
8,314
-66
| -0.8% | -$19.1K | 0.86% | 32 |
|
|
2020
Q1 | $2.18M | Sell |
8,380
-81
| -1% | -$22K | 1.15% | 27 |
|
|
2019
Q4 | $2.27M | Sell |
8,461
-152
| -2% | -$39K | 1.04% | 30 |
|
|
2019
Q3 | $2.09M | Sell |
8,613
-177
| -2% | -$49.1K | 1.83% | 20 |
|
|
2019
Q2 | $2.52M | Sell |
8,790
-235
| -3% | -$65K | 2.19% | 12 |
|
|
2019
Q1 | $2.24M | Sell |
9,025
-45
| -0.5% | -$10.1K | 2.02% | 14 |
|
|
2018
Q4 | $1.81M | Buy |
9,070
+23
| +0.3% | +$5.07K | 1.87% | 18 |
|
|
2018
Q3 | $2.02M | Sell |
9,047
-1,061
| -10% | -$230K | 1.78% | 22 |
|
|
2018
Q2 | $2M | Buy |
10,108
+268
| +3% | +$53.5K | 1.65% | 27 |
|
|
2018
Q1 | $1.96M | Buy |
9,840
+103
| +1% | +$20.8K | 1.6% | 24 |
|
|
2017
Q4 | $1.88M | Buy |
9,737
+11
| +0.1% | +$2.11K | 1.47% | 28 |
|
|
2017
Q3 | $1.75M | Buy |
9,726
+439
| +5% | +$71.7K | 1.48% | 28 |
|
|
2017
Q2 | $1.54M | Sell |
9,287
-441
| -5% | -$72.1K | 1.37% | 34 |
|
|
2017
Q1 | $1.6M | Buy |
9,728
+4,910
| +102% | +$859K | 1.45% | 31 |
|
|
2016
Q4 | $787K | Buy |
+4,818
| New | +$768K | 0.78% | 52 |
|
Other funds holding FDS
VCM
VPM
Capital Insight Partners's FDS Position: Q1 2026 in Review
Capital Insight Partners sold out of Factset (FDS) in Q1 2026, closing a stake of 3,904 shares — an estimated $1.13M sold.
Capital Insight Partners first reported a position in FDS in Q4 2016 and held it in 37 quarters. The position peaked at $5.17M in Q3 2024. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Capital Insight Partners reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
- Capital Insight Partners sold 3,904 Factset shares in Q1 2026, an estimated $1.13M.
- Capital Insight Partners first reported a position in Factset in Q4 2016 and held it in 37 quarters.
- Capital Insight Partners's Factset position peaked at $5.17M in Q3 2024.
- 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Capital Insight Partners's 13F filing for Q1 2026.