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Cromwell Holdings’s Factset FDS Stock Holding History

Cromwell Holdings’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 		$2.76K Sell
12
-75
-86% -$17.2K ﹤0.01% 782
2026
Q1 		$18.9K Sell
87
-2
-2% -$467 0.01% 560
2025
Q4 		$25.8K Buy
+89
New +$25K 0.01% 547
2025
Q3 		– Sell
-4
Closed -$1.79K – 1031
2025
Q2 		$1.79K Hold
4
– – ﹤0.01% 709
2025
Q1 		$1.82K Buy
+4
New +$1.82K ﹤0.01% 617

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cromwell Holdings's FDS Position: Q2 2026 in Review

Cromwell Holdings reduced its Factset (FDS) stake by 86% in Q2 2026, selling an estimated $17.2K and leaving 12 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Cromwell Holdings first reported a position in FDS in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.8K in Q4 2025. 128 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Cromwell Holdings held 12 shares of Factset worth $2.76K as of Q2 2026.
  • Cromwell Holdings sold 75 Factset shares in Q2 2026, an estimated $17.2K.
  • Factset made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #782 holding.
  • Cromwell Holdings first reported a position in Factset in Q1 2025 and has held it in 5 quarters since.
  • Cromwell Holdings's Factset position peaked at $25.8K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.