Hexagon Capital Partners’s Factset FDS Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-6	Closed	-$2.73K	–	624
2025 Q1	$2.73K	Hold	6	–	–	﹤0.01%	1320
2024 Q4	$2.88K	Hold	6	–	–	﹤0.01%	1324
2024 Q3	$2.76K	Hold	6	–	–	﹤0.01%	1163
2024 Q2	$2.45K	Buy	6 +1	+20%	+$425	﹤0.01%	1134
2024 Q1	$2.27K	Sell	5 -17	-77%	-$7.93K	﹤0.01%	1141
2023 Q4	$10.5K	Buy	22 +2	+10%	+$900	﹤0.01%	811
2023 Q3	$8.74K	Hold	20	–	–	﹤0.01%	782
2023 Q2	$8.01K	Hold	20	–	–	﹤0.01%	795
2023 Q1	$8.3K	Hold	20	–	–	﹤0.01%	775
2022 Q4	$8.02K	Sell	20 -4	-17%	-$1.7K	﹤0.01%	780
2022 Q3	$10K	Sell	24 -3	-11%	-$1.27K	﹤0.01%	767
2022 Q2	$10K	Hold	27	–	–	﹤0.01%	654
2022 Q1	$12K	Hold	27	–	–	﹤0.01%	600
2021 Q4	$13K	Hold	27	–	–	﹤0.01%	572
2021 Q3	$11K	Hold	27	–	–	﹤0.01%	577
2021 Q2	$9K	Hold	27	–	–	﹤0.01%	574
2021 Q1	$8K	Hold	27	–	–	﹤0.01%	547
2020 Q4	$8K	Hold	27	–	–	﹤0.01%	505
2020 Q3	$8K	Buy	+27	New	+$9.33K	﹤0.01%	479

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK)

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return