Continuum Advisory’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
$9.89K Buy
+43
New +$9.88K ﹤0.01% 1260
2025
Q2
Sell
-162
Closed -$73.7K 789
2025
Q1
$73.7K Buy
162
+3
+2% +$1.37K 0.01% 582
2024
Q4
$76.4K Hold
159
0.01% 570
2024
Q3
$78.8K Buy
159
+156
+5,200% +$66.2K 0.01% 567
2024
Q2
$1.23K Hold
3
﹤0.01% 1431
2024
Q1
$1.31K Buy
+3
New +$1.4K ﹤0.01% 1414

Other funds holding FDS

Continuum Advisory's FDS Position: Q2 2026 in Review

Continuum Advisory opened a new position in Factset (FDS) in Q2 2026: 43 shares worth $9.89K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FDS as recently as Q1 2025.

Continuum Advisory first reported a position in FDS in Q1 2024 and has held it in 6 quarters since. The position peaked at $78.8K in Q3 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Continuum Advisory held 43 shares of Factset worth $9.89K as of Q2 2026.
  • Factset was a new Continuum Advisory position in Q2 2026.
  • Factset made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1260 holding.
  • Continuum Advisory first reported a position in Factset in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Factset position peaked at $78.8K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.