Plato Investment Management’s Factset FDS Stock Holding History

Plato 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	–	Sell	-9	Closed	-$1.95K	–	526
2026 Q1	$1.95K	Hold	9	–	–	﹤0.01%	497
2025 Q4	$2.62K	Hold	9	–	–	﹤0.01%	491
2025 Q3	$2.56K	Buy	+9	New	+$3.44K	﹤0.01%	499
2024 Q4	–	Sell	-1	Closed	-$459	–	597
2024 Q3	$459	Buy	+1	New	+$425	﹤0.01%	545
2024 Q2	–	Sell	-1	Closed	-$454	–	502
2024 Q1	$454	Sell	1 -2	-67%	-$932	﹤0.01%	485
2023 Q4	$1.43K	Buy	+3	New	+$1.35K	﹤0.01%	426

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Plato Investment Management's FDS Position: Q2 2026 in Review

Plato Investment Management sold out of Factset (FDS) in Q2 2026, closing a stake of 9 shares — an estimated $1.95K sold.

Plato Investment Management first reported a position in FDS in Q4 2023 and held it in 6 quarters. The position peaked at $2.62K in Q4 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Plato Investment Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
Plato Investment Management sold 9 Factset shares in Q2 2026, an estimated $1.95K.
Plato Investment Management first reported a position in Factset in Q4 2023 and held it in 6 quarters.
Plato Investment Management's Factset position peaked at $2.62K in Q4 2025.
767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.