Clean Yield Group’s Factset FDS Stock Holding History

Clean Yield Group’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 Q1	$5.86K	Sell	27 -150	-85%	-$35K	﹤0.01%	331
2025 Q4	$51.4K	Hold	177	–	–	0.01%	229
2025 Q3	$50.7K	Hold	177	–	–	0.01%	227
2025 Q2	$79.2K	Hold	177	–	–	0.02%	193
2025 Q1	$80.5K	Buy	177 +27	+18%	+$12.3K	0.03%	191
2024 Q4	$72K	Hold	150	–	–	0.02%	205
2024 Q3	$69K	Hold	150	–	–	0.02%	209
2024 Q2	$61.2K	Hold	150	–	–	0.02%	209
2024 Q1	$68.2K	Hold	150	–	–	0.03%	204
2023 Q4	$71.6K	Hold	150	–	–	0.03%	200
2023 Q3	$68.5K	Hold	150	–	–	0.03%	201
2023 Q2	$60.1K	Hold	150	–	–	0.02%	223
2023 Q1	$62.3K	Hold	150	–	–	0.03%	216
2022 Q4	$60.2K	Hold	150	–	–	0.03%	217
2022 Q3	$60K	Sell	150 -10	-6%	-$4.23K	0.03%	209
2022 Q2	$62K	Hold	160	–	–	0.03%	214
2022 Q1	$69K	Hold	160	–	–	0.02%	226
2021 Q4	$78K	Buy	160 +10	+7%	+$4.48K	0.02%	231
2021 Q3	$59K	Buy	150 +75	+100%	+$27.3K	0.02%	249
2021 Q2	$25K	Buy	+75	New	+$24.6K	0.01%	304
2021 Q1	–	Sell	-42	Closed	-$14K	–	224
2020 Q4	$14K	Buy	42 +37	+740%	+$12.2K	0.01%	327
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	354
2020 Q2	$2K	Hold	5	–	–	﹤0.01%	330
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	371
2019 Q4	$1K	Buy	+5	New	+$1.28K	﹤0.01%	342

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clean Yield Group's FDS Position: Q1 2026 in Review

Clean Yield Group reduced its Factset (FDS) stake by 85% in Q1 2026, selling an estimated $35K and leaving 27 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Clean Yield Group first reported a position in FDS in Q4 2019 and has held it in 25 quarters since. The position peaked at $80.5K in Q1 2025. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Clean Yield Group held 27 shares of Factset worth $5.86K as of Q1 2026.
Clean Yield Group sold 150 Factset shares in Q1 2026, an estimated $35K.
Factset made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #331 holding.
Clean Yield Group first reported a position in Factset in Q4 2019 and has held it in 25 quarters since.
Clean Yield Group's Factset position peaked at $80.5K in Q1 2025.
719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.