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IQ EQ Fund Management’s Factset FDS Stock Holding History

IQ EQ Fund 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 		$225K Hold
978
– – 0.01% 277
2026
Q1 		$212K Buy
+978
New +$228K 0.02% 281
2021
Q4 		– Sell
-1,257
Closed -$496K – 237
2021
Q3 		$496K Hold
1,257
– – 0.08% 192
2021
Q2 		$422K Hold
1,257
– – 0.06% 200
2021
Q1 		$388K Buy
+1,257
New +$398K 0.07% 195

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 $3.38T AUM 44.17% 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

IQ EQ Fund Management's FDS Position: Q2 2026 in Review

IQ EQ Fund Management held its Factset (FDS) position steady in Q2 2026 at 978 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #277.

IQ EQ Fund Management first reported a position in FDS in Q1 2021 and has held it in 5 quarters since. The position peaked at $496K in Q3 2021. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • IQ EQ Fund Management held 978 shares of Factset worth $225K as of Q2 2026.
  • IQ EQ Fund Management left its Factset share count unchanged in Q2 2026.
  • Factset made up 0.01% of IQ EQ Fund Management's portfolio in Q2 2026, its #277 holding.
  • IQ EQ Fund Management first reported a position in Factset in Q1 2021 and has held it in 5 quarters since.
  • IQ EQ Fund Management's Factset position peaked at $496K in Q3 2021.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.