Forum Financial Management, LP Purchases in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KEY
Keycorp

Financial Services
3.76K
+ 11.51%
$17.37 - $19.39 $65.3K - $72.9K
36.4K $680K
DRI
Darden Restaurants Inc

Consumer Cyclical
816
+ 49.31%
$184.73 - $220.27 $151K - $180K
2.47K $470K
UEC
Uranium Energy Corp

Energy
2.11K
+ 16.97%
$5.92 - $13.89 $12.5K - $29.3K
14.6K $194K
IQV
Iqvia Holdings Inc.

Healthcare
303
+ 19.54%
$157.68 - $200.82 $47.8K - $60.8K
1.85K $352K
MSI
Motorola Solutions, Inc.

Technology
129
+ 9.79%
$408.73 - $490.3 $52.7K - $63.2K
1.45K $661K
INTU
Intuit Inc

Technology
395
+ 25.57%
$646.03 - $807.39 $255K - $319K
1.94K $1.32M
NBIX
Neurocrine Biosciences Inc

Healthcare
560
+ 29.58%
$123.98 - $146.67 $69.4K - $82.1K
2.45K $344K
KHC
Kraft Heinz CO

Consumer Defensive
3.95K
+ 21.98%
$25.63 - $28.94 $101K - $114K
21.9K $570K
UNP
Union Pacific Corp

Industrials
207
+ 2.27%
$214.91 - $237.16 $44.5K - $49.1K
9.31K $2.2M
WST
West Pharmaceutical Services Inc

Healthcare
203
+ 16.9%
$210.08 - $279.1 $42.6K - $56.7K
1.4K $368K
VT
Vanguard Total World Stk Index

ETFs
562
+ 19.16%
$128.41 - $138.03 $72.2K - $77.6K
3.5K $481K
HIG
Hartford Financial Services Group, Inc.

Financial Services
548
+ 11.19%
$119.73 - $134.7 $65.6K - $73.8K
5.45K $726K
DELL
Dell Technologies Inc.

Technology
450
+ 21.36%
$120.96 - $141.77 $54.4K - $63.8K
2.56K $362K
HOLX
Hologic Inc

Healthcare
1.39K
+ 36.43%
$63.26 - $68.98 $88.2K - $96.2K
5.22K $352K
EW
Edwards Lifesciences Corp

Healthcare
1.37K
+ 21.56%
$73.75 - $81.83 $101K - $112K
7.7K $598K
MFC
Manulife Financial Corp

Financial Services
3.5K
+ 36.7%
$29.9 - $32.34 $105K - $113K
13K $406K
TDG
Trans Digm Group Inc

Industrials
127
+ 39.81%
$1271.04 - $1620.83 $161K - $206K
446 $587K
APD
Air Products & Chemicals, Inc.

Basic Materials
572
+ 9.75%
$265.78 - $299.3 $152K - $171K
6.44K $1.76M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
4.56K
+ 51.02%
$23.52 - $28.77 $107K - $131K
13.5K $355K
JEF
Jefferies Financial Group Inc.

Financial Services
371
+ 5.41%
$54.67 - $70.36 $20.3K - $26.1K
7.23K $473K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.55K
+ 41.5%
$57.1 - $70.52 $146K - $180K
8.71K $519K
DOX
Amdocs LTD

Technology
1.49K
+ 51.4%
$81.2 - $92.62 $121K - $138K
4.38K $359K
JLL
Jones Lang Lasalle Inc

Real Estate
112
+ 7.75%
$248.95 - $319.66 $27.9K - $35.8K
1.56K $464K
SQ
Block, Inc.

Technology
1.68K
+ 18.53%
N/A
10.7K $612K
GRMN
Garmin LTD

Technology
1
+ 0.04%
$211.13 - $246.22 $211 - $246
2.49K $613K
RRX
Regal Rexnord Corp

Industrials
675
+ 43.8%
$137.95 - $159.91 $93.1K - $108K
2.22K $317K
MET
Metlife Inc

Financial Services
811
+ 5.96%
$73.82 - $82.37 $59.9K - $66.8K
14.4K $1.19M
KKR
Kkr & Co. Inc.

Financial Services
955
+ 9.55%
$129.95 - $152.16 $124K - $145K
11K $1.42M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
118
+ 10.34%
$224.68 - $282.71 $26.5K - $33.4K
1.26K $351K
NET
Cloudflare, Inc.

Technology
78
+ 1.96%
$181.39 - $228.28 $14.1K - $17.8K
4.06K $870K
DVN
Devon Energy Corp

Energy
1.21K
+ 8.27%
$31.75 - $36.99 $38.4K - $44.7K
15.8K $555K
WBS
Webster Financial Corp

Financial Services
1.01K
+ 17.26%
$55.19 - $62.92 $55.9K - $63.7K
6.88K $409K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
203
+ 8.46%
$105.93 - $131.8 $21.5K - $26.8K
2.6K $343K
LNC
Lincoln National Corp

Financial Services
1.28K
+ 19.5%
$33.37 - $43.29 $42.8K - $55.5K
7.86K $316K
AON
Aon PLC

Financial Services
245
+ 17.13%
$350.91 - $375.27 $86K - $91.9K
1.68K $597K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$154.64 - $176.43 $155 - $176
4.5K $777K
DD
Du Pont De Nemours, Inc.

Basic Materials
176
+ 2.24%
$69.9 - $78.26 $12.3K - $13.8K
8.03K $625K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
136
+ 5.89%
$201.83 - $230.93 $27.4K - $31.4K
2.44K $543K
CACI
Caci International Inc

Technology
202
+ 21.35%
N/A
1.15K $491K
PNR
Pentair PLC

Industrials
530
+ 16.43%
$100.62 - $112.59 $53.3K - $59.7K
3.76K $416K
MLI
Mueller Industries Inc

Industrials
1
+ 0.03%
$82.07 - $101.7 $82.1 - $102
3.91K $395K
TTMI
Ttm Technologies Inc

Technology
10
+ 0.2%
$40.06 - $57.75 $401 - $578
4.95K $285K
HUBS
Hubspot Inc

Technology
251
+ 67.47%
$420.79 - $560.9 $106K - $141K
623 $291K
RL
Ralph Lauren Corp

Consumer Cyclical
168
+ 21.79%
$272.1 - $320.75 $45.7K - $53.9K
939 $294K
SHW
Sherwin Williams CO

Basic Materials
223
+ 11.05%
$330.88 - $375.23 $73.8K - $83.7K
2.24K $775K
FAST
Fastenal CO

Industrials
490
+ 5.89%
$42.47 - $50.39 $20.8K - $24.7K
8.82K $432K
GBTG
Global Business Travel Group, Inc.

Technology
10.3K
New
$6.09 - $8.34 $62.6K - $85.8K
10.3K $83K
OSK
Oshkosh Corp

Industrials
316
+ 12.7%
$118.16 - $143.44 $37.3K - $45.3K
2.8K $363K
FDX
Fedex Corp

Industrials
179
+ 3.95%
$217.1 - $243.2 $38.9K - $43.5K
4.72K $1.11M
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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