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Winthrop Capital Management’s Factset FDS Stock Holding History

Winthrop Capital Management’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 		$265K Buy
1,151
+8
+0.7% +$1.84K 0.06% 115
2026
Q1 		$248K Buy
1,143
+100
+10% +$23.3K 0.06% 117
2025
Q4 		$303K Buy
+1,043
New +$293K 0.07% 110

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 $3.38T AUM 44.17% 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

Winthrop Capital Management's FDS Position: Q2 2026 in Review

Winthrop Capital Management increased its Factset (FDS) stake by 0.7% in Q2 2026, buying an estimated $1.84K and bringing the position to 1,151 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #115.

Winthrop Capital Management first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Winthrop Capital Management held 1,151 shares of Factset worth $265K as of Q2 2026.
  • Winthrop Capital Management bought 8 Factset shares in Q2 2026, an estimated $1.84K.
  • Factset made up 0.06% of Winthrop Capital Management's portfolio in Q2 2026, its #115 holding.
  • Winthrop Capital Management first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Winthrop Capital Management's Factset position peaked at $303K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.