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GHP Investment Advisors’s Factset FDS Stock Holding History

GHP Investment Advisors’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 		$7.64M Buy
33,187
+5,977
+22% +$1.37M 0.28% 118
2026
Q1 		$5.9M Buy
27,210
+2,676
+11% +$625K 0.24% 135
2025
Q4 		$7.12M Buy
24,534
+882
+4% +$248K 0.29% 126
2025
Q3 		$6.78M Buy
23,652
+464
+2% +$177K 0.28% 121
2025
Q2 		$10.4M Buy
23,188
+12,282
+113% +$5.38M 0.46% 77
2025
Q1 		$4.96M Buy
10,906
+10,878
+38,850% +$4.95M 0.24% 144
2024
Q4 		$13.4K Hold
28
– – ﹤0.01% 655
2024
Q3 		$12.9K Buy
+28
New +$11.9K ﹤0.01% 680
2023
Q4 		– Sell
-28
Closed -$12.5K – 884
2023
Q3 		$12.5K Hold
28
– – ﹤0.01% 668
2023
Q2 		$11.9K Hold
28
– – ﹤0.01% 660
2023
Q1 		$11.6K Hold
28
– – ﹤0.01% 659
2022
Q4 		$11.2K Hold
28
– – ﹤0.01% 666
2022
Q3 		$11K Buy
28
+10
+56% +$4.23K ﹤0.01% 656
2022
Q2 		$7K Buy
+18
New +$7.04K ﹤0.01% 752

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

GHP Investment Advisors's FDS Position: Q2 2026 in Review

GHP Investment Advisors increased its Factset (FDS) stake by 22% in Q2 2026, buying an estimated $1.37M and bringing the position to 33,187 shares worth $7.64M. The position accounts for 0.28% of the portfolio, ranked #118.

GHP Investment Advisors first reported a position in FDS in Q2 2022 and has held it in 14 quarters since. The position peaked at $10.4M in Q2 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • GHP Investment Advisors held 33,187 shares of Factset worth $7.64M as of Q2 2026.
  • GHP Investment Advisors bought 5,977 Factset shares in Q2 2026, an estimated $1.37M.
  • Factset made up 0.28% of GHP Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • GHP Investment Advisors first reported a position in Factset in Q2 2022 and has held it in 14 quarters since.
  • GHP Investment Advisors's Factset position peaked at $10.4M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.