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United Services Automobile Association’s Factset FDS Stock Holding History

United Services Automobile Association’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
2025
Q2 		– Sell
-878
Closed -$394K – 380
2025
Q1 		$394K Buy
+878
New +$400K 0.01% 668
2019
Q3 		– Sell
-137,307
Closed -$39.3M – 868
2019
Q2 		$39.3M Sell
137,307
-1,715
-1% -$475K 0.1% 249
2019
Q1 		$34.5M Sell
139,022
-3,163
-2% -$707K 0.09% 265
2018
Q4 		$28.5M Sell
142,185
-2,610
-2% -$575K 0.08% 274
2018
Q3 		$32.4M Sell
144,795
-9,834
-6% -$2.13M 0.08% 265
2018
Q2 		$30.6M Sell
154,629
-2,035
-1% -$407K 0.08% 264
2018
Q1 		$31.2M Buy
156,664
+4,784
+3% +$966K 0.08% 260
2017
Q4 		$29.3M Sell
151,880
-1,126
-0.7% -$216K 0.08% 272
2017
Q3 		$27.6M Sell
153,006
-10,850
-7% -$1.77M 0.08% 273
2017
Q2 		$27.2M Sell
163,856
-436
-0.3% -$71.3K 0.08% 268
2017
Q1 		$27.1M Buy
164,292
+10,725
+7% +$1.88M 0.09% 272
2016
Q4 		$25.1M Sell
153,567
-6,424
-4% -$1.02M 0.08% 269
2016
Q3 		$25.9M Sell
159,991
-428
-0.3% -$73.8K 0.09% 262
2016
Q2 		$25.9M Sell
160,419
-626
-0.4% -$96.8K 0.09% 258
2016
Q1 		$24.4M Buy
161,045
+871
+0.5% +$130K 0.09% 269
2015
Q4 		$26M Sell
160,174
-697
-0.4% -$117K 0.09% 254
2015
Q3 		$25.7M Sell
160,871
-14,526
-8% -$2.38M 0.1% 247
2015
Q2 		$28.5M Buy
175,397
+3,164
+2% +$514K 0.1% 247
2015
Q1 		$27.4M Sell
172,233
-6,631
-4% -$994K 0.1% 253
2014
Q4 		$25.2M Buy
178,864
+2,745
+2% +$364K 0.09% 264
2014
Q3 		$21.4M Buy
176,119
+993
+0.6% +$123K 0.08% 286
2014
Q2 		$21.1M Buy
175,126
+3,047
+2% +$331K 0.08% 286
2014
Q1 		$18.6M Buy
172,079
+16,966
+11% +$1.79M 0.07% 297
2013
Q4 		$16.8M Hold
155,113
– – 0.07% 306
2013
Q3 		$16.9M Sell
155,113
-5,737
-4% -$619K 0.07% 293
2013
Q2 		$16.4M Buy
+160,850
New +$15.4M 0.08% 284

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

United Services Automobile Association's FDS Position: Q2 2025 in Review

United Services Automobile Association sold out of Factset (FDS) in Q2 2025, closing a stake of 878 shares — an estimated $394K sold.

United Services Automobile Association first reported a position in FDS in Q2 2013 and held it in 26 quarters. The position peaked at $39.3M in Q2 2019. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • United Services Automobile Association reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 878 Factset shares in Q2 2025, an estimated $394K.
  • United Services Automobile Association first reported a position in Factset in Q2 2013 and held it in 26 quarters.
  • United Services Automobile Association's Factset position peaked at $39.3M in Q2 2019.
  • 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.