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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
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
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

Plato Investment Management's FDS Position: Q1 2026 in Review

Plato Investment Management held its Factset (FDS) position steady in Q1 2026 at 9 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Plato Investment Management first reported a position in FDS in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.62K in Q4 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Plato Investment Management held 9 shares of Factset worth $1.95K as of Q1 2026.
  • Plato Investment Management left its Factset share count unchanged in Q1 2026.
  • Factset made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #497 holding.
  • Plato Investment Management first reported a position in Factset in Q4 2023 and has held it in 6 quarters since.
  • Plato Investment Management's Factset position peaked at $2.62K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.