Hartford Financial Management’s Factset FDS Stock Holding History

Hartford Financial 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	$17.3K	Hold	75	–	–	﹤0.01%	256
2026 Q1	$16.3K	Hold	75	–	–	﹤0.01%	249
2025 Q4	$21.8K	Hold	75	–	–	0.01%	236
2025 Q3	$21.5K	Hold	75	–	–	0.01%	236
2025 Q2	$33.5K	Hold	75	–	–	0.01%	214
2025 Q1	$34.1K	Hold	75	–	–	0.01%	230
2024 Q4	$36K	Hold	75	–	–	0.01%	232
2024 Q3	$34.5K	Hold	75	–	–	0.01%	245
2024 Q2	$30.6K	Hold	75	–	–	0.01%	252
2024 Q1	$34.1K	Hold	75	–	–	0.01%	254
2023 Q4	$35.8K	Hold	75	–	–	0.01%	239
2023 Q3	$32.8K	Hold	75	–	–	0.01%	238
2023 Q2	$30K	Hold	75	–	–	0.01%	240
2023 Q1	$31.1K	Hold	75	–	–	0.01%	237
2022 Q4	$30.1K	Hold	75	–	–	0.01%	233
2022 Q3	$30K	Hold	75	–	–	0.01%	231
2022 Q2	$29K	Hold	75	–	–	0.01%	226
2022 Q1	$33K	Hold	75	–	–	0.01%	233
2021 Q4	$36K	Hold	75	–	–	0.01%	230
2021 Q3	$30K	Hold	75	–	–	0.01%	233
2021 Q2	$25K	Hold	75	–	–	0.01%	240
2021 Q1	$23K	Hold	75	–	–	0.01%	243
2020 Q4	$25K	Hold	75	–	–	0.01%	236
2020 Q3	$25K	Hold	75	–	–	0.01%	227
2020 Q2	$25K	Hold	75	–	–	0.01%	229
2020 Q1	$20K	Hold	75	–	–	0.01%	234
2019 Q4	$20K	Hold	75	–	–	0.01%	260
2019 Q3	$18K	Hold	75	–	–	0.01%	267
2019 Q2	$21K	Hold	75	–	–	0.01%	258
2019 Q1	$19K	Hold	75	–	–	0.01%	266
2018 Q4	$15K	Buy	+75	New	+$16.5K	0.01%	285

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hartford Financial Management's FDS Position: Q2 2026 in Review

Hartford Financial Management held its Factset (FDS) position steady in Q2 2026 at 75 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Hartford Financial Management first reported a position in FDS in Q4 2018 and has held it in 31 quarters since. The position peaked at $36K in Q4 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Hartford Financial Management held 75 shares of Factset worth $17.3K as of Q2 2026.
Hartford Financial Management left its Factset share count unchanged in Q2 2026.
Factset made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #256 holding.
Hartford Financial Management first reported a position in Factset in Q4 2018 and has held it in 31 quarters since.
Hartford Financial Management's Factset position peaked at $36K in Q4 2024.
767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.