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 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 $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return