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Guinness Atkinson Asset Management’s Factset FDS Stock Holding History

Guinness Atkinson Asset Management’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 		– Sell
-29
Closed -$6.29K – 114
2026
Q1 		$6.29K Hold
29
– – ﹤0.01% 121
2025
Q4 		$8.51K Buy
+29
New +$8.14K ﹤0.01% 109

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

Guinness Atkinson Asset Management's FDS Position: Q2 2026 in Review

Guinness Atkinson Asset Management sold out of Factset (FDS) in Q2 2026, closing a stake of 29 shares — an estimated $6.29K sold.

Guinness Atkinson Asset Management first reported a position in FDS in Q4 2025 and held it in 2 quarters. The position peaked at $8.51K in Q4 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Guinness Atkinson Asset Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Guinness Atkinson Asset Management sold 29 Factset shares in Q2 2026, an estimated $6.29K.
  • Guinness Atkinson Asset Management first reported a position in Factset in Q4 2025 and held it in 2 quarters.
  • Guinness Atkinson Asset Management's Factset position peaked at $8.51K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.