WCM
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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
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

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BlackRock
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winthrop Capital Management's FDS Position: Q1 2026 in Review

Winthrop Capital Management increased its Factset (FDS) stake by 9.6% in Q1 2026, buying an estimated $23.3K and bringing the position to 1,143 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #117.

Winthrop Capital Management first reported a position in FDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $303K in Q4 2025. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Winthrop Capital Management held 1,143 shares of Factset worth $248K as of Q1 2026.
  • Winthrop Capital Management bought 100 Factset shares in Q1 2026, an estimated $23.3K.
  • Factset made up 0.06% of Winthrop Capital Management's portfolio in Q1 2026, its #117 holding.
  • Winthrop Capital Management first reported a position in Factset in Q4 2025 and has held it in 2 quarters since.
  • Winthrop Capital Management's Factset position peaked at $303K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.