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SkyView Investment Advisors’s Factset FDS Stock Holding History

SkyView Investment Advisors’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 		$454K Buy
2,019
+112
+6% +$26.1K 0.06% 209
2025
Q4 		$553K Buy
1,907
+46
+2% +$12.9K 0.07% 196
2025
Q3 		$533K Buy
1,861
+52
+3% +$19.9K 0.07% 198
2025
Q2 		$798K Buy
1,809
+48
+3% +$21K 0.11% 151
2025
Q1 		$800K Buy
1,761
+99
+6% +$45.1K 0.12% 144
2024
Q4 		$798K Sell
1,662
-112
-6% -$53.2K 0.13% 133
2024
Q3 		$816K Buy
1,774
+50
+3% +$21.2K 0.14% 110
2024
Q2 		$704K Buy
1,724
+198
+13% +$84.1K 0.13% 140
2024
Q1 		$693K Buy
+1,526
New +$711K 0.13% 138
2023
Q4 		– Sell
-1,365
Closed -$597K – 274
2023
Q3 		$597K Buy
1,365
+52
+4% +$22.1K 0.24% 116
2023
Q2 		$526K Buy
1,313
+63
+5% +$25.4K 0.13% 208
2023
Q1 		$519K Buy
1,250
+24
+2% +$9.99K 0.12% 214
2022
Q4 		$492K Buy
1,226
+25
+2% +$10.6K 0.15% 209
2022
Q3 		$480K Buy
1,201
+189
+19% +$80K 0.14% 230
2022
Q2 		$389K Buy
1,012
+27
+3% +$10.6K 0.1% 276
2022
Q1 		$428K Sell
985
-34,494
-97% -$14.6M 0.1% 270
2021
Q4 		$412K Buy
35,479
+34,675
+4,313% +$15.5M 0.09% 257
2021
Q3 		$317K Buy
804
+731
+1,001% +$266K 0.09% 258
2021
Q2 		$23K Hold
73
– – 0.01% 227
2021
Q1 		$23K Buy
73
+61
+508% +$19.3K 0.01% 235
2020
Q4 		$4K Buy
+12
New +$3.97K ﹤0.01% 251

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

SkyView Investment Advisors's FDS Position: Q1 2026 in Review

SkyView Investment Advisors increased its Factset (FDS) stake by 5.9% in Q1 2026, buying an estimated $26.1K and bringing the position to 2,019 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #209.

SkyView Investment Advisors first reported a position in FDS in Q4 2020 and has held it in 21 quarters since. The position peaked at $816K in Q3 2024. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • SkyView Investment Advisors held 2,019 shares of Factset worth $454K as of Q1 2026.
  • SkyView Investment Advisors bought 112 Factset shares in Q1 2026, an estimated $26.1K.
  • Factset made up 0.06% of SkyView Investment Advisors's portfolio in Q1 2026, its #209 holding.
  • SkyView Investment Advisors first reported a position in Factset in Q4 2020 and has held it in 21 quarters since.
  • SkyView Investment Advisors's Factset position peaked at $816K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.