Cheviot Value Management’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.7K Buy
151
+100
+196% +$23K ﹤0.01% 228
2026
Q1
$11.1K Hold
51
﹤0.01% 285
2025
Q4
$13.8K Hold
51
﹤0.01% 271
2025
Q3
$14.7K Hold
51
﹤0.01% 289
2025
Q2
$19.5K Hold
51
﹤0.01% 250
2025
Q1
$22.1K Buy
+51
New +$23.2K ﹤0.01% 232

Other funds holding FDS

Cheviot Value Management's FDS Position: Q2 2026 in Review

Cheviot Value Management increased its Factset (FDS) stake by 196% in Q2 2026, buying an estimated $23K and bringing the position to 151 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Cheviot Value Management first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Cheviot Value Management held 151 shares of Factset worth $34.7K as of Q2 2026.
  • Cheviot Value Management bought 100 Factset shares in Q2 2026, an estimated $23K.
  • Factset made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #228 holding.
  • Cheviot Value Management first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.