Lido Advisors
FDS icon

Lido Advisors’s Factset FDS Stock Holding History

Lido 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
2026
Q2 		$720K Buy
3,130
+1,929
+161% +$443K ﹤0.01% 1275
2026
Q1 		$261K Sell
1,201
-207
-15% -$48.3K ﹤0.01% 1640
2025
Q4 		$404K Buy
1,408
+203
+17% +$57K ﹤0.01% 1396
2025
Q3 		$346K Sell
1,205
-77
-6% -$29.4K ﹤0.01% 1413
2025
Q2 		$574K Sell
1,282
-1,212
-49% -$531K ﹤0.01% 1060
2025
Q1 		$1.13M Sell
2,494
-158
-6% -$71.9K 0.01% 724
2024
Q4 		$1.27M Sell
2,652
-319
-11% -$152K 0.01% 664
2024
Q3 		$1.37M Buy
2,971
+1,294
+77% +$550K 0.01% 593
2024
Q2 		$685K Buy
1,677
+1,193
+246% +$507K ﹤0.01% 814
2024
Q1 		$220K Buy
484
+55
+13% +$25.6K ﹤0.01% 1228
2023
Q4 		$205K Buy
+429
New +$193K ﹤0.01% 1209

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

Lido Advisors's FDS Position: Q2 2026 in Review

Lido Advisors increased its Factset (FDS) stake by 161% in Q2 2026, buying an estimated $443K and bringing the position to 3,130 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Lido Advisors first reported a position in FDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2024. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Lido Advisors held 3,130 shares of Factset worth $720K as of Q2 2026.
  • Lido Advisors bought 1,929 Factset shares in Q2 2026, an estimated $443K.
  • Factset made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1275 holding.
  • Lido Advisors first reported a position in Factset in Q4 2023 and has held it in 11 quarters since.
  • Lido Advisors's Factset position peaked at $1.37M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.