New York Life Investment Management’s Factset FDS Stock Holding History

New York Life Investment Management’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	$2.22M	Buy	9,643 +227	+2%	+$52.1K	0.02%	540
2026 Q1	$2.04M	Buy	9,416 +948	+11%	+$221K	0.02%	540
2025 Q4	$2.46M	Buy	8,468 +3,343	+65%	+$938K	0.02%	489
2025 Q3	$1.47M	Sell	5,125 -27	-0.5%	-$10.3K	0.01%	592
2025 Q2	$2.3M	Buy	5,152 +74	+1%	+$32.4K	0.02%	505
2025 Q1	$2.31M	Sell	5,078 -6	-0.1%	-$2.73K	0.02%	507
2024 Q4	$2.44M	Buy	5,084 +33	+0.7%	+$15.7K	0.02%	509
2024 Q3	$2.32M	Sell	5,051 -177	-3%	-$75.2K	0.02%	540
2024 Q2	$2.13M	Buy	5,228 +31	+0.6%	+$13.2K	0.02%	537
2024 Q1	$2.36M	Sell	5,197 -184	-3%	-$85.8K	0.02%	523
2023 Q4	$2.57M	Sell	5,381 -62	-1%	-$27.9K	0.03%	494
2023 Q3	$2.38M	Buy	5,443 +13	+0.2%	+$5.54K	0.03%	479
2023 Q2	$2.18M	Buy	5,430 +13	+0.2%	+$5.24K	0.02%	494
2023 Q1	$2.25M	Buy	5,417 +37	+0.7%	+$15.4K	0.03%	488
2022 Q4	$2.16M	Buy	5,380 +24	+0.4%	+$10.2K	0.02%	494
2022 Q3	$2.14M	Buy	5,356 +26	+0.5%	+$11K	0.03%	490
2022 Q2	$2.05M	Buy	+5,330	New	+$2.09M	0.02%	504

Other funds holding FDS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New York Life Investment Management's FDS Position: Q2 2026 in Review

New York Life Investment Management increased its Factset (FDS) stake by 2.4% in Q2 2026, buying an estimated $52.1K and bringing the position to 9,643 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #540.

New York Life Investment Management first reported a position in FDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2023. 599 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

New York Life Investment Management held 9,643 shares of Factset worth $2.22M as of Q2 2026.
New York Life Investment Management bought 227 Factset shares in Q2 2026, an estimated $52.1K.
Factset made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #540 holding.
New York Life Investment Management first reported a position in Factset in Q2 2022 and has held it in 17 quarters since.
New York Life Investment Management's Factset position peaked at $2.57M in Q4 2023.
599 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.