WG
FDS icon

Winton Group’s Factset FDS Stock Holding History

Winton Group’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
-19,039
Closed -$4.13M – 1276
2026
Q1 		$4.13M Buy
19,039
+1,108
+6% +$259K 0.14% 190
2025
Q4 		$5.2M Buy
+17,931
New +$5.03M 0.18% 174
2024
Q1 		– Sell
-2,224
Closed -$1.06M – 690
2023
Q4 		$1.06M Buy
+2,224
New +$1M 0.08% 175
2023
Q2 		– Sell
-1,607
Closed -$667K – 886
2023
Q1 		$667K Sell
1,607
-3,907
-71% -$1.63M 0.04% 585
2022
Q4 		$2.21M Buy
5,514
+1,075
+24% +$458K 0.15% 180
2022
Q3 		$1.78M Sell
4,439
-1,596
-26% -$676K 0.12% 228
2022
Q2 		$2.32M Buy
6,035
+1,999
+50% +$782K 0.12% 226
2022
Q1 		$1.75M Buy
4,036
+2,635
+188% +$1.11M 0.09% 290
2021
Q4 		$681K Buy
+1,401
New +$628K 0.04% 586
2020
Q4 		– Sell
-2,545
Closed -$852K – 1375
2020
Q3 		$852K Buy
2,545
+262
+11% +$90.6K 0.03% 881
2020
Q2 		$750K Buy
+2,283
New +$660K 0.02% 1081
2020
Q1 		– Sell
-5,800
Closed -$1.56M – 1442
2019
Q4 		$1.56M Buy
5,800
+2,994
+107% +$769K 0.02% 891
2019
Q3 		$682K Buy
2,806
+247
+10% +$68.5K 0.01% 984
2019
Q2 		$733K Buy
2,559
+40
+2% +$11.1K 0.01% 518
2019
Q1 		$625K Buy
2,519
+259
+11% +$57.9K 0.01% 490
2018
Q4 		$452K Buy
2,260
+1,137
+101% +$250K 0.01% 522
2018
Q3 		$251K Sell
1,123
-43,606
-97% -$9.46M 0.01% 892
2018
Q2 		$8.86M Buy
+44,729
New +$8.93M 0.23% 170
2015
Q1 		– Sell
-6,077
Closed -$855K – 444
2014
Q4 		$855K Buy
+6,077
New +$807K 0.01% 475
2014
Q3 		– Sell
-2,989
Closed -$360K – 671
2014
Q2 		$360K Buy
+2,989
New +$324K ﹤0.01% 616

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

Winton Group's FDS Position: Q2 2026 in Review

Winton Group sold out of Factset (FDS) in Q2 2026, closing a stake of 19,039 shares — an estimated $4.13M sold.

Winton Group first reported a position in FDS in Q2 2014 and held it in 20 quarters. The position peaked at $8.86M in Q2 2018. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Winton Group reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 19,039 Factset shares in Q2 2026, an estimated $4.13M.
  • Winton Group first reported a position in Factset in Q2 2014 and held it in 20 quarters.
  • Winton Group's Factset position peaked at $8.86M in Q2 2018.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.