Mutual Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Mutual Advisors's FDS Position: Q2 2026 in Review
Mutual Advisors reduced its Factset (FDS) stake by 7.3% in Q2 2026, selling an estimated $32.4K and leaving 1,799 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1036.
Mutual Advisors first reported a position in FDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $525K in Q3 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Mutual Advisors held 1,799 shares of Factset worth $414K as of Q2 2026.
- Mutual Advisors sold 141 Factset shares in Q2 2026, an estimated $32.4K.
- Factset made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1036 holding.
- Mutual Advisors first reported a position in Factset in Q4 2023 and has held it in 11 quarters since.
- Mutual Advisors's Factset position peaked at $525K in Q3 2025.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.