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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
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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IQ EQ Fund Management's FDS Position: Q1 2026 in Review

IQ EQ Fund Management opened a new position in Factset (FDS) in Q1 2026: 978 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: IQ EQ Fund Management previously reported a position in FDS as recently as Q3 2021.

IQ EQ Fund Management first reported a position in FDS in Q1 2021 and has held it in 4 quarters since. The position peaked at $496K in Q3 2021. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • IQ EQ Fund Management held 978 shares of Factset worth $212K as of Q1 2026.
  • Factset was a new IQ EQ Fund Management position in Q1 2026.
  • Factset made up 0.02% of IQ EQ Fund Management's portfolio in Q1 2026, its #281 holding.
  • IQ EQ Fund Management first reported a position in Factset in Q1 2021 and has held it in 4 quarters since.
  • IQ EQ Fund Management's Factset position peaked at $496K in Q3 2021.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.