HighTower Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.1M | Buy |
121,962
+3,147
| +3% | +$723K | 0.03% | 546 |
|
|
2026
Q1 | $25.8M | Buy |
118,815
+96,865
| +441% | +$22.6M | 0.03% | 534 |
|
|
2025
Q4 | $6.37M | Sell |
21,950
-53,075
| -71% | -$14.9M | 0.01% | 1054 |
|
|
2025
Q3 | $21.5M | Sell |
75,025
-13,144
| -15% | -$5.02M | 0.02% | 564 |
|
|
2025
Q2 | $39.4M | Sell |
88,169
-849
| -1% | -$372K | 0.05% | 382 |
|
|
2025
Q1 | $40.5M | Sell |
89,018
-4,841
| -5% | -$2.2M | 0.05% | 344 |
|
|
2024
Q4 | $45.1M | Sell |
93,859
-3,776
| -4% | -$1.79M | 0.06% | 304 |
|
|
2024
Q3 | $44.9M | Sell |
97,635
-2,938
| -3% | -$1.25M | 0.06% | 304 |
|
|
2024
Q2 | $41M | Sell |
100,573
-3,360
| -3% | -$1.43M | 0.06% | 306 |
|
|
2024
Q1 | $47.2M | Sell |
103,933
-2,673
| -3% | -$1.25M | 0.08% | 265 |
|
|
2023
Q4 | $50.8M | Buy |
106,606
+3,191
| +3% | +$1.44M | 0.09% | 242 |
|
|
2023
Q3 | $45.2M | Buy |
103,415
+17,489
| +20% | +$7.45M | 0.08% | 237 |
|
|
2023
Q2 | $34.4M | Buy |
85,926
+1,028
| +1% | +$415K | 0.07% | 280 |
|
|
2023
Q1 | $35.2M | Sell |
84,898
-1,417
| -2% | -$590K | 0.08% | 268 |
|
|
2022
Q4 | $34.6M | Buy |
86,315
+1,653
| +2% | +$704K | 0.08% | 266 |
|
|
2022
Q3 | $33.9M | Buy |
84,662
+2,220
| +3% | +$940K | 0.09% | 236 |
|
|
2022
Q2 | $31.7M | Sell |
82,442
-399
| -0.5% | -$156K | 0.08% | 254 |
|
|
2022
Q1 | $36M | Buy |
82,841
+1,024
| +1% | +$432K | 0.08% | 257 |
|
|
2021
Q4 | $39.8M | Buy |
81,817
+9,140
| +13% | +$4.1M | 0.09% | 239 |
|
|
2021
Q3 | $28.7M | Buy |
72,677
+68,857
| +1,803% | +$25M | 0.08% | 266 |
|
|
2021
Q2 | $1.28M | Sell |
3,820
-484
| -11% | -$158K | ﹤0.01% | 1497 |
|
|
2021
Q1 | $1.33M | Sell |
4,304
-1,907
| -31% | -$603K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $2.06M | Buy |
6,211
+273
| +5% | +$90.2K | 0.01% | 898 |
|
|
2020
Q3 | $1.98M | Buy |
5,938
+448
| +8% | +$155K | 0.01% | 878 |
|
|
2020
Q2 | $1.8M | Buy |
5,490
+1,495
| +37% | +$432K | 0.01% | 844 |
|
|
2020
Q1 | $1.04M | Buy |
3,995
+517
| +15% | +$141K | 0.01% | 982 |
|
|
2019
Q4 | $934K | Buy |
3,478
+311
| +10% | +$79.9K | 0.01% | 1173 |
|
|
2019
Q3 | $772K | Buy |
3,167
+133
| +4% | +$36.9K | ﹤0.01% | 1303 |
|
|
2019
Q2 | $869K | Buy |
3,034
+503
| +20% | +$139K | 0.01% | 1251 |
|
|
2019
Q1 | $626K | Buy |
2,531
+73
| +3% | +$16.3K | ﹤0.01% | 1348 |
|
|
2018
Q4 | $492K | Sell |
2,458
-195
| -7% | -$42.9K | ﹤0.01% | 1360 |
|
|
2018
Q3 | $594K | Buy |
2,653
+468
| +21% | +$102K | ﹤0.01% | 1376 |
|
|
2018
Q2 | $435K | Sell |
2,185
-1,216
| -36% | -$243K | ﹤0.01% | 1517 |
|
|
2018
Q1 | $679K | Sell |
3,401
-1,781
| -34% | -$360K | 0.01% | 1278 |
|
|
2017
Q4 | $1M | Sell |
5,182
-653
| -11% | -$125K | 0.01% | 1108 |
|
|
2017
Q3 | $1.05M | Buy |
5,835
+635
| +12% | +$104K | 0.01% | 1065 |
|
|
2017
Q2 | $850K | Sell |
5,200
-207
| -4% | -$33.8K | 0.01% | 1134 |
|
|
2017
Q1 | $888K | Buy |
5,407
+305
| +6% | +$53.3K | 0.01% | 1082 |
|
|
2016
Q4 | $836K | Buy |
5,102
+979
| +24% | +$156K | 0.01% | 1046 |
|
|
2016
Q3 | $667K | Buy |
4,123
+992
| +32% | +$171K | 0.01% | 1092 |
|
|
2016
Q2 | $504K | Sell |
3,131
-7,401
| -70% | -$1.14M | 0.01% | 1129 |
|
|
2016
Q1 | $1.6M | Sell |
10,532
-1,374
| -12% | -$205K | 0.01% | 815 |
|
|
2015
Q4 | $1.93M | Buy |
11,906
+5,163
| +77% | +$867K | 0.02% | 658 |
|
|
2015
Q3 | $1.08M | Buy |
6,743
+294
| +5% | +$48.1K | 0.01% | 842 |
|
|
2015
Q2 | $1.05M | Buy |
6,449
+3,335
| +107% | +$542K | 0.02% | 749 |
|
|
2015
Q1 | $496K | Buy |
3,114
+633
| +26% | +$94.9K | 0.01% | 1073 |
|
|
2014
Q4 | $349K | Buy |
2,481
+773
| +45% | +$103K | 0.01% | 1168 |
|
|
2014
Q3 | $208K | Sell |
1,708
-446
| -21% | -$55.1K | ﹤0.01% | 1340 |
|
|
2014
Q2 | $259K | Buy |
+2,154
| New | +$234K | ﹤0.01% | 1305 |
|
|
2014
Q1 | – | Sell |
-2,699
| Closed | -$293K | – | 1630 |
|
|
2013
Q4 | $293K | Buy |
+2,699
| New | +$300K | 0.01% | 1165 |
|
|
2013
Q3 | – | Sell |
-3,754
| Closed | -$383K | – | 1382 |
|
|
2013
Q2 | $383K | Buy |
+3,754
| New | +$360K | 0.01% | 895 |
|
Other funds holding FDS
HighTower Advisors's FDS Position: Q2 2026 in Review
HighTower Advisors increased its Factset (FDS) stake by 2.6% in Q2 2026, buying an estimated $723K and bringing the position to 121,962 shares worth $28.1M. The position accounts for 0.03% of the portfolio, ranked #546.
HighTower Advisors first reported a position in FDS in Q2 2013 and has held it in 51 quarters since. The position peaked at $50.8M in Q4 2023. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- HighTower Advisors held 121,962 shares of Factset worth $28.1M as of Q2 2026.
- HighTower Advisors bought 3,147 Factset shares in Q2 2026, an estimated $723K.
- Factset made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #546 holding.
- HighTower Advisors first reported a position in Factset in Q2 2013 and has held it in 51 quarters since.
- HighTower Advisors's Factset position peaked at $50.8M in Q4 2023.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.