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Stone House Investment Management’s Factset FDS Stock Holding History

Stone House 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 		$31.5K Buy
+137
New +$31.5K ﹤0.01% 274

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone House Investment Management's FDS Position: Q2 2026 in Review

Stone House Investment Management opened a new position in Factset (FDS) in Q2 2026: 137 shares worth $31.5K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Stone House Investment Management held 137 shares of Factset worth $31.5K as of Q2 2026.
  • Factset was a new Stone House Investment Management position in Q2 2026.
  • Factset made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #274 holding.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.