Mercer Global Advisors
FDS icon

Mercer Global Advisors’s Factset FDS Stock Holding History

Mercer Global 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
Q1 		$1.68M Sell
7,731
-4,839
-38% -$1.13M ﹤0.01% 1276
2025
Q4 		$3.65M Buy
12,570
+9,462
+304% +$2.66M 0.01% 835
2025
Q3 		$890K Buy
3,108
+652
+27% +$249K ﹤0.01% 1441
2025
Q2 		$1.1M Buy
2,456
+94
+4% +$41.2K ﹤0.01% 1170
2025
Q1 		$1.07M Buy
2,362
+260
+12% +$118K ﹤0.01% 1104
2024
Q4 		$1.01M Sell
2,102
-408
-16% -$194K ﹤0.01% 1115
2024
Q3 		$1.14M Sell
2,510
-245
-9% -$104K ﹤0.01% 970
2024
Q2 		$1.12M Buy
2,755
+6
+0.2% +$2.55K ﹤0.01% 919
2024
Q1 		$1.25M Buy
2,749
+94
+4% +$43.8K ﹤0.01% 870
2023
Q4 		$1.27M Buy
2,655
+463
+21% +$208K ﹤0.01% 885
2023
Q3 		$958K Buy
2,192
+357
+19% +$152K ﹤0.01% 962
2023
Q2 		$735K Sell
1,835
-200
-10% -$80.7K ﹤0.01% 1064
2023
Q1 		$845K Buy
2,035
+36
+2% +$15K ﹤0.01% 975
2022
Q4 		$802K Sell
1,999
-66
-3% -$28.1K ﹤0.01% 1010
2022
Q3 		$826K Sell
2,065
-127
-6% -$53.8K ﹤0.01% 928
2022
Q2 		$843K Buy
2,192
+97
+5% +$38K 0.01% 917
2022
Q1 		$910K Buy
2,095
+92
+5% +$38.8K 0.01% 935
2021
Q4 		$974K Sell
2,003
-497
-20% -$223K 0.01% 894
2021
Q3 		$987K Buy
2,500
+197
+9% +$71.6K 0.01% 865
2021
Q2 		$773K Buy
2,303
+182
+9% +$59.6K 0.01% 953
2021
Q1 		$654K Buy
2,121
+109
+5% +$34.5K 0.01% 958
2020
Q4 		$669K Buy
2,012
+395
+24% +$131K 0.01% 758
2020
Q3 		$542K Buy
1,617
+129
+9% +$44.6K 0.01% 759
2020
Q2 		$489K Buy
1,488
+88
+6% +$25.4K 0.01% 690
2020
Q1 		$365K Buy
1,400
+85
+6% +$23.1K 0.01% 751
2019
Q4 		$353K Sell
1,315
-1
-0.1% -$257 0.01% 857
2019
Q3 		$319K Buy
+1,316
New +$365K 0.01% 865

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's FDS Position: Q1 2026 in Review

Mercer Global Advisors reduced its Factset (FDS) stake by 38% in Q1 2026, selling an estimated $1.13M and leaving 7,731 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Mercer Global Advisors first reported a position in FDS in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.65M in Q4 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Mercer Global Advisors held 7,731 shares of Factset worth $1.68M as of Q1 2026.
  • Mercer Global Advisors sold 4,839 Factset shares in Q1 2026, an estimated $1.13M.
  • Factset made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1276 holding.
  • Mercer Global Advisors first reported a position in Factset in Q3 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's Factset position peaked at $3.65M in Q4 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.