Savant Capital’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$525K Buy
2,275
+433
+24% +$99.4K ﹤0.01% 1186
2026
Q1
$400K Buy
1,842
+565
+44% +$132K ﹤0.01% 1024
2025
Q4
$371K Buy
1,277
+414
+48% +$116K ﹤0.01% 953
2025
Q3
$247K Buy
863
+285
+49% +$109K ﹤0.01% 1132
2025
Q2
$259K Buy
578
+91
+19% +$39.9K ﹤0.01% 1021
2025
Q1
$221K Sell
487
-75
-13% -$34.1K ﹤0.01% 965
2024
Q4
$270K Buy
562
+46
+9% +$21.9K ﹤0.01% 1163
2024
Q3
$237K Buy
+516
New +$219K ﹤0.01% 1199
2024
Q2
Sell
-482
Closed -$219K 1292
2024
Q1
$219K Buy
482
+12
+3% +$5.59K ﹤0.01% 1002
2023
Q4
$224K Buy
+470
New +$212K ﹤0.01% 791

Other funds holding FDS

Savant Capital's FDS Position: Q2 2026 in Review

Savant Capital increased its Factset (FDS) stake by 24% in Q2 2026, buying an estimated $99.4K and bringing the position to 2,275 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Savant Capital first reported a position in FDS in Q4 2023 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Savant Capital held 2,275 shares of Factset worth $525K as of Q2 2026.
  • Savant Capital bought 433 Factset shares in Q2 2026, an estimated $99.4K.
  • Factset made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1186 holding.
  • Savant Capital first reported a position in Factset in Q4 2023 and has held it in 10 quarters since.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.