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Whipplewood Advisors’s Factset FDS Stock Holding History

Whipplewood 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
Q2 		– Sell
-1
Closed -$217 – 803
2026
Q1 		$217 Buy
+1
New +$233 ﹤0.01% 1030
2025
Q3 		– Sell
-46
Closed -$20.6K – 611
2025
Q2 		$20.6K Sell
46
-22
-32% -$9.64K 0.01% 454
2025
Q1 		$22.3K Buy
68
+19
+39% +$8.65K 0.01% 437
2024
Q4 		$23.5K Buy
+49
New +$23.3K 0.01% 426

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

Whipplewood Advisors's FDS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Factset (FDS) in Q2 2026, closing a stake of 1 share — an estimated $217 sold.

Whipplewood Advisors first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $23.5K in Q4 2024. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Whipplewood Advisors reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1 Factset share in Q2 2026, an estimated $217.
  • Whipplewood Advisors first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Factset position peaked at $23.5K in Q4 2024.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.