Tandem Investment Advisors’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 | $207K | Sell |
900
-51
| -5% | -$11.7K | 0.01% | 67 |
|
|
2026
Q1 | $206K | Sell |
951
-332
| -26% | -$77.5K | 0.01% | 80 |
|
|
2025
Q4 | $372K | Sell |
1,283
-144,845
| -99% | -$40.7M | 0.01% | 59 |
|
|
2025
Q3 | $41.9M | Sell |
146,128
-54,965
| -27% | -$21M | 1.43% | 30 |
|
|
2025
Q2 | $89.9M | Sell |
201,093
-49,327
| -20% | -$21.6M | 3.15% | 16 |
|
|
2025
Q1 | $114M | Buy |
250,420
+6,009
| +2% | +$2.74M | 3.97% | 7 |
|
|
2024
Q4 | $117M | Sell |
244,411
-2,348
| -1% | -$1.12M | 4.44% | 4 |
|
|
2024
Q3 | $113M | Sell |
246,759
-3,269
| -1% | -$1.39M | 4.3% | 5 |
|
|
2024
Q2 | $102M | Buy |
250,028
+3,485
| +1% | +$1.48M | 4.06% | 5 |
|
|
2024
Q1 | $112M | Buy |
246,543
+28,391
| +13% | +$13.2M | 4.34% | 3 |
|
|
2023
Q4 | $104M | Sell |
218,152
-11,536
| -5% | -$5.19M | 4.16% | 2 |
|
|
2023
Q3 | $100M | Sell |
229,688
-2,967
| -1% | -$1.26M | 4.24% | 2 |
|
|
2023
Q2 | $93.2M | Buy |
232,655
+21,695
| +10% | +$8.75M | 4.09% | 3 |
|
|
2023
Q1 | $87.6M | Buy |
210,960
+19,407
| +10% | +$8.08M | 4.2% | 3 |
|
|
2022
Q4 | $76.9M | Sell |
191,553
-19,228
| -9% | -$8.19M | 3.97% | 4 |
|
|
2022
Q3 | $84.3M | Sell |
210,781
-12,082
| -5% | -$5.11M | 4.8% | 1 |
|
|
2022
Q2 | $85.7M | Buy |
222,863
+14,818
| +7% | +$5.8M | 5.05% | 2 |
|
|
2022
Q1 | $90.3M | Buy |
208,045
+33,038
| +19% | +$13.9M | 5.54% | 1 |
|
|
2021
Q4 | $85.1M | Sell |
175,007
-1,312
| -0.7% | -$588K | 5.53% | 1 |
|
|
2021
Q3 | $69.6M | Sell |
176,319
-462
| -0.3% | -$168K | 5.7% | 1 |
|
|
2021
Q2 | $59.3M | Buy |
176,781
+12,776
| +8% | +$4.18M | 5.08% | 3 |
|
|
2021
Q1 | $50.6M | Buy |
164,005
+20,365
| +14% | +$6.44M | 4.86% | 3 |
|
|
2020
Q4 | $47.8M | Buy |
143,640
+11,081
| +8% | +$3.66M | 5.13% | 2 |
|
|
2020
Q3 | $44.4M | Buy |
132,559
+11,232
| +9% | +$3.88M | 5.44% | 1 |
|
|
2020
Q2 | $39.9M | Buy |
121,327
+7,058
| +6% | +$2.04M | 5.38% | 1 |
|
|
2020
Q1 | $29.8M | Buy |
114,269
+16,234
| +17% | +$4.42M | 4.42% | 3 |
|
|
2019
Q4 | $26.3M | Buy |
98,035
+80
| +0.1% | +$20.5K | 4.41% | 3 |
|
|
2019
Q3 | $23.8M | Buy |
97,955
+10,340
| +12% | +$2.87M | 4.31% | 3 |
|
|
2019
Q2 | $25.1M | Buy |
87,615
+12,346
| +16% | +$3.42M | 4.76% | 2 |
|
|
2019
Q1 | $18.7M | Sell |
75,269
-777
| -1% | -$174K | 4.12% | 3 |
|
|
2018
Q4 | $15.2M | Buy |
76,046
+9,513
| +14% | +$2.1M | 3.95% | 3 |
|
|
2018
Q3 | $14.9M | Sell |
66,533
-298
| -0.4% | -$64.7K | 4.08% | 5 |
|
|
2018
Q2 | $13.2M | Buy |
66,831
+509
| +0.8% | +$102K | 4.05% | 4 |
|
|
2018
Q1 | $13.2M | Buy |
66,322
+1,765
| +3% | +$356K | 4.31% | 3 |
|
|
2017
Q4 | $12.4M | Buy |
64,557
+620
| +1% | +$119K | 4.27% | 4 |
|
|
2017
Q3 | $11.5M | Buy |
63,937
+9,605
| +18% | +$1.57M | 4.33% | 4 |
|
|
2017
Q2 | $9.03M | Buy |
+54,332
| New | +$8.88M | 3.58% | 8 |
|
Other funds holding FDS
Tandem Investment Advisors's FDS Position: Q2 2026 in Review
Tandem Investment Advisors reduced its Factset (FDS) stake by 5.4% in Q2 2026, selling an estimated $11.7K and leaving 900 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #67.
Tandem Investment Advisors first reported a position in FDS in Q2 2017 and has held it in 37 quarters since. The position peaked at $117M in Q4 2024. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Tandem Investment Advisors held 900 shares of Factset worth $207K as of Q2 2026.
- Tandem Investment Advisors sold 51 Factset shares in Q2 2026, an estimated $11.7K.
- Factset made up 0.01% of Tandem Investment Advisors's portfolio in Q2 2026, its #67 holding.
- Tandem Investment Advisors first reported a position in Factset in Q2 2017 and has held it in 37 quarters since.
- Tandem Investment Advisors's Factset position peaked at $117M in Q4 2024.
- 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.