Linden Thomas Advisory Services
FDS icon

Linden Thomas Advisory Services’s Factset FDS Stock Holding History

Linden Thomas Advisory Services’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
Q3 		$861K Sell
3,191
-33
-1% -$9.08K 0.07% 364
2026
Q2 		$742K Sell
3,224
-3,604
-53% -$828K 0.06% 376
2026
Q1 		$1.48M Sell
6,828
-511
-7% -$119K 0.14% 252
2025
Q4 		$2.13M Sell
7,339
-497
-6% -$140K 0.22% 133
2025
Q3 		$2.24M Sell
7,836
-69
-0.9% -$26.4K 0.23% 133
2025
Q2 		$3.54M Sell
7,905
-112
-1% -$49.1K 0.39% 70
2025
Q1 		$3.64M Buy
8,017
+126
+2% +$57.4K 0.47% 42
2024
Q4 		$3.79M Sell
7,891
-60
-0.8% -$28.5K 0.48% 38
2024
Q3 		$3.66M Sell
7,951
-31
-0.4% -$13.2K 0.5% 34
2024
Q2 		$3.26M Buy
7,982
+546
+7% +$232K 0.5% 30
2024
Q1 		$3.38M Buy
7,436
+8
+0.1% +$3.73K 0.54% 23
2023
Q4 		$3.54M Buy
7,428
+88
+1% +$39.6K 0.66% 13
2023
Q3 		$3.21M Sell
7,340
-1,747
-19% -$744K 0.72% 9
2023
Q2 		$3.64M Buy
9,087
+75
+0.8% +$30.2K 0.81% 11
2023
Q1 		$3.74M Buy
9,012
+245
+3% +$102K 0.93% 12
2022
Q4 		$3.52M Buy
+8,767
New +$3.73M 0.99% 6

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Linden Thomas Advisory Services's FDS Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its Factset (FDS) stake by 1% in Q3 2026, selling an estimated $9.08K and leaving 3,191 shares worth $861K. The position accounts for 0.07% of the portfolio, ranked #364.

Linden Thomas Advisory Services first reported a position in FDS in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.79M in Q4 2024. 181 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Linden Thomas Advisory Services held 3,191 shares of Factset worth $861K as of Q3 2026.
  • Linden Thomas Advisory Services sold 33 Factset shares in Q3 2026, an estimated $9.08K.
  • Factset made up 0.07% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #364 holding.
  • Linden Thomas Advisory Services first reported a position in Factset in Q4 2022 and has held it in 16 quarters since.
  • Linden Thomas Advisory Services's Factset position peaked at $3.79M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.