MIM
FDS icon

Marshall Investment Management’s Factset FDS Stock Holding History

Marshall Investment 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 		$5.98K Buy
+26
New +$5.97K ﹤0.01% 256

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

Marshall Investment Management's FDS Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Factset (FDS) in Q2 2026: 26 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings.

762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Marshall Investment Management held 26 shares of Factset worth $5.98K as of Q2 2026.
  • Factset was a new Marshall Investment Management position in Q2 2026.
  • Factset made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #256 holding.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.