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Natural Investments’s Factset FDS Stock Holding History

Natural Investments’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
-863
Closed -$250K – 298
2025
Q4 		$250K Buy
863
+15
+2% +$4.21K 0.06% 243
2025
Q3 		$242K Sell
848
-2
-0.2% -$764 0.06% 205
2025
Q2 		$380K Buy
850
+92
+12% +$40.3K 0.1% 171
2025
Q1 		$344K Buy
758
+1
+0.1% +$455 0.1% 177
2024
Q4 		$363K Buy
+757
New +$360K 0.1% 171

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

Natural Investments's FDS Position: Q1 2026 in Review

Natural Investments sold out of Factset (FDS) in Q1 2026, closing a stake of 863 shares — an estimated $250K sold.

Natural Investments first reported a position in FDS in Q4 2024 and held it in 5 quarters. The position peaked at $380K in Q2 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Natural Investments reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Natural Investments sold 863 Factset shares in Q1 2026, an estimated $250K.
  • Natural Investments first reported a position in Factset in Q4 2024 and held it in 5 quarters.
  • Natural Investments's Factset position peaked at $380K in Q2 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.