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FDS icon

&Partners’s Factset FDS Stock Holding History

&Partners’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 		$4.52M Sell
20,921
-2,614
-11% -$610K 0.02% 557
2025
Q4 		$6.79M Sell
23,535
-3,560
-13% -$999K 0.04% 401
2025
Q3 		$7.75M Sell
27,095
-1,074
-4% -$410K 0.05% 325
2025
Q2 		$12.6M Buy
28,169
+1,331
+5% +$583K 0.1% 204
2025
Q1 		$12M Sell
26,838
-902
-3% -$411K 0.13% 155
2024
Q4 		$13.1M Buy
27,740
+14,216
+105% +$6.75M 0.16% 133
2024
Q3 		$6.29M Buy
13,524
+7,338
+119% +$3.12M 0.12% 168
2024
Q2 		$2.53M Buy
+6,186
New +$2.63M 0.11% 183

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

&Partners's FDS Position: Q1 2026 in Review

&Partners reduced its Factset (FDS) stake by 11% in Q1 2026, selling an estimated $610K and leaving 20,921 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #557.

&Partners first reported a position in FDS in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.1M in Q4 2024. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • &Partners held 20,921 shares of Factset worth $4.52M as of Q1 2026.
  • &Partners sold 2,614 Factset shares in Q1 2026, an estimated $610K.
  • Factset made up 0.02% of &Partners's portfolio in Q1 2026, its #557 holding.
  • &Partners first reported a position in Factset in Q2 2024 and has held it in 8 quarters since.
  • &Partners's Factset position peaked at $13.1M in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.