Winch Advisory Services’s Factset FDS Stock Holding History

Winch Advisory Services’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	$2.41K	Hold	10	–	–	﹤0.01%	463
2026 Q1	$2.26K	Hold	10	–	–	﹤0.01%	416
2025 Q4	$3.01K	Hold	10	–	–	﹤0.01%	398
2025 Q3	$2.96K	Hold	10	–	–	﹤0.01%	398
2025 Q2	$4.61K	Hold	10	–	–	﹤0.01%	351
2025 Q1	$4.67K	Hold	10	–	–	﹤0.01%	342
2024 Q4	$4.92K	Hold	10	–	–	﹤0.01%	367
2024 Q3	$4.7K	Hold	10	–	–	﹤0.01%	316
2024 Q2	$4.17K	Hold	10	–	–	﹤0.01%	328
2024 Q1	$4.63K	Hold	10	–	–	﹤0.01%	318
2023 Q4	$4.84K	Hold	10	–	–	﹤0.01%	306
2023 Q3	$4K	Hold	10	–	–	﹤0.01%	313
2023 Q2	$4K	Hold	10	–	–	﹤0.01%	313
2023 Q1	$4K	Hold	10	–	–	﹤0.01%	309
2022 Q4	$4K	Hold	10	–	–	﹤0.01%	295
2022 Q3	$4K	Hold	10	–	–	﹤0.01%	283
2022 Q2	$4K	Hold	10	–	–	﹤0.01%	296
2022 Q1	$4K	Hold	10	–	–	﹤0.01%	330
2021 Q4	$5K	Hold	10	–	–	﹤0.01%	322
2021 Q3	$4K	Hold	10	–	–	﹤0.01%	346
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	379
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	351
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	340
2020 Q3	$3K	Hold	10	–	–	﹤0.01%	297
2020 Q2	$3K	Hold	10	–	–	﹤0.01%	295
2020 Q1	$3K	Hold	10	–	–	﹤0.01%	253
2019 Q4	$3K	Buy	+10	New	+$2.57K	﹤0.01%	291

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's FDS Position: Q2 2026 in Review

Winch Advisory Services held its Factset (FDS) position steady in Q2 2026 at 10 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Winch Advisory Services first reported a position in FDS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5K in Q4 2021. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Winch Advisory Services held 10 shares of Factset worth $2.41K as of Q2 2026.
Winch Advisory Services left its Factset share count unchanged in Q2 2026.
Factset made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #463 holding.
Winch Advisory Services first reported a position in Factset in Q4 2019 and has held it in 27 quarters since.
Winch Advisory Services's Factset position peaked at $5K in Q4 2021.
766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.