Meeder Advisory Services’s Factset FDS Stock Holding History

Meeder 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 Q2	$209K	Buy	+910	New	+$209K	0.01%	699
2026 Q1	–	Sell	-768	Closed	-$223K	–	706
2025 Q4	$223K	Sell	768 -9	-1%	-$2.53K	0.01%	613
2025 Q3	$223K	Sell	777 -212	-21%	-$81K	0.01%	567
2025 Q2	$442K	Buy	989 +47	+5%	+$20.6K	0.02%	405
2025 Q1	$428K	Sell	942 -29	-3%	-$13.2K	0.03%	387
2024 Q4	$466K	Sell	971 -7	-0.7%	-$3.33K	0.03%	365
2024 Q3	$450K	Sell	978 -21	-2%	-$8.92K	0.03%	362
2024 Q2	$408K	Buy	999 +152	+18%	+$64.6K	0.03%	355
2024 Q1	$385K	Sell	847 -3	-0.4%	-$1.4K	0.04%	314
2023 Q4	$405K	Buy	850 +38	+5%	+$17.1K	0.05%	294
2023 Q3	$355K	Sell	812 -71	-8%	-$30.2K	0.04%	305
2023 Q2	$354K	Sell	883 -72	-8%	-$29K	0.04%	335
2023 Q1	$396K	Sell	955 -78	-8%	-$32.5K	0.05%	318
2022 Q4	$414K	Buy	+1,033	New	+$440K	0.05%	294

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meeder Advisory Services's FDS Position: Q2 2026 in Review

Meeder Advisory Services opened a new position in Factset (FDS) in Q2 2026: 910 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Meeder Advisory Services previously reported a position in FDS as recently as Q4 2025.

Meeder Advisory Services first reported a position in FDS in Q4 2022 and has held it in 14 quarters since. The position peaked at $466K in Q4 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Meeder Advisory Services held 910 shares of Factset worth $209K as of Q2 2026.
Factset was a new Meeder Advisory Services position in Q2 2026.
Factset made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #699 holding.
Meeder Advisory Services first reported a position in Factset in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Factset position peaked at $466K in Q4 2024.
767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.