HighTower Advisors
FDS icon

HighTower Advisors’s Factset FDS Stock Holding History

HighTower Advisors’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
2023
Q2 		– Sell
-100
Closed -$1.26K – 3521
2023
Q1 		$1.26K Buy
+100
New +$41.6K ﹤0.01% 3306

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

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.