VestGen 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
$386K Buy
1,680
+479
+40% +$110K 0.01% 753
2026
Q1
$259K Buy
+1,201
New +$280K 0.01% 897
2025
Q3
Sell
-583
Closed -$261K 704
2025
Q2
$261K Sell
583
-8
-1% -$3.5K 0.01% 523
2025
Q1
$269K Buy
+591
New +$269K 0.01% 485

Other funds holding FDS

VestGen Advisors's FDS Position: Q2 2026 in Review

VestGen Advisors increased its Factset (FDS) stake by 40% in Q2 2026, buying an estimated $110K and bringing the position to 1,680 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #753.

VestGen Advisors first reported a position in FDS in Q1 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • VestGen Advisors held 1,680 shares of Factset worth $386K as of Q2 2026.
  • VestGen Advisors bought 479 Factset shares in Q2 2026, an estimated $110K.
  • Factset made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #753 holding.
  • VestGen Advisors first reported a position in Factset in Q1 2025 and has held it in 4 quarters since.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.