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Freestone Grove Partners’s Factset FDS Stock Holding History

Freestone Grove Partners’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 		$2.18M Buy
+9,470
New +$2.17M 0.01% 411
2025
Q4 		– Sell
-40,361
Closed -$11.6M – 797
2025
Q3 		$11.6M Buy
+40,361
New +$15.4M 0.09% 274
2025
Q2 		– Sell
-26,428
Closed -$12M – 730
2025
Q1 		$12M Buy
26,428
+25,624
+3,187% +$11.7M 0.12% 216
2024
Q4 		$386K Buy
+804
New +$382K ﹤0.01% 425

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freestone Grove Partners's FDS Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Factset (FDS) in Q2 2026: 9,470 shares worth $2.18M. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in FDS as recently as Q3 2025.

Freestone Grove Partners first reported a position in FDS in Q4 2024 and has held it in 4 quarters since. The position peaked at $12M in Q1 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Freestone Grove Partners held 9,470 shares of Factset worth $2.18M as of Q2 2026.
  • Factset was a new Freestone Grove Partners position in Q2 2026.
  • Factset made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #411 holding.
  • Freestone Grove Partners first reported a position in Factset in Q4 2024 and has held it in 4 quarters since.
  • Freestone Grove Partners's Factset position peaked at $12M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.