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Guardian Wealth Advisors (Minnesota)’s Factset FDS Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$701K Buy
3,048
+205
+7% +$47.1K 0.35% 26
2026
Q1 		$617K Buy
2,843
+892
+46% +$208K 0.35% 30
2025
Q4 		$566K Buy
1,951
+147
+8% +$41.3K 0.32% 33
2025
Q3 		$517K Buy
1,804
+1,305
+262% +$499K 0.29% 39
2025
Q2 		$223K Buy
+499
New +$219K 0.13% 67

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

Guardian Wealth Advisors (Minnesota)'s FDS Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Factset (FDS) stake by 7.2% in Q2 2026, buying an estimated $47.1K and bringing the position to 3,048 shares worth $701K. The position accounts for 0.35% of the portfolio, ranked #26.

Guardian Wealth Advisors (Minnesota) first reported a position in FDS in Q2 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 3,048 shares of Factset worth $701K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 205 Factset shares in Q2 2026, an estimated $47.1K.
  • Factset made up 0.35% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #26 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Factset in Q2 2025 and has held it in 5 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.