Forum Financial Management, LP Reduced Holdings in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MEDP
Medpace Holdings, Inc.

Healthcare
-65
- 5.68%
$308.88 - $514.16 $20.1K - $33.4K
1.08K $555K
ING
Ing Groep Nv

Financial Services
-23
- 0.05%
$22.0 - $26.08 $506 - $600
49K $1.28M
VLO
Valero Energy Corp

Energy
-5
- 0.09%
$131.77 - $175.63 $659 - $878
5.79K $985K
IVW
Ishares S&P 500 Growth ETF

ETFs
-105
- 0.48%
$108.97 - $121.65 $11.4K - $12.8K
21.7K $2.61M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-23
- 0.36%
$43.07 - $91.37 $991 - $2.1K
6.32K $577K
WMT
Walmart Inc.

Consumer Defensive
-650
- 0.89%
$94.4 - $104.27 $61.4K - $67.8K
72.8K $7.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-143
- 1.56%
$620.67 - $670.08 $88.8K - $95.8K
9.05K $6.06M
SOFI
So Fi Technologies, Inc.

Financial Services
-139
- 0.32%
$17.64 - $29.81 $2.45K - $4.14K
43.6K $1.15M
STX
Seagate Technology Holdings PLC

Technology
-121
- 2.75%
$142.01 - $236.06 $17.2K - $28.6K
4.27K $1.01M
GE
General Electric CO

Industrials
-182
- 1.6%
$244.75 - $305.63 $44.5K - $55.6K
11.2K $3.37M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-509
- 0.76%
$10.78 - $19.82 $5.49K - $10.1K
66.3K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-170
- 1.02%
$617.65 - $666.84 $105K - $113K
16.6K $11M
DFAX
Dimensional ETF Tr
-45K
- 3.87%
$29.25 - $31.56 $1.32M - $1.42M
1.12M $35.1M
AMGN
Amgen Inc

Healthcare
-6
- -0.0%
$271.18 - $309.22 $1.63K - $1.86K
351K $98.9M
DFIV
Dimensional ETF Tr

ETFs
-5.14K
- 1.31%
$42.66 - $46.53 $219K - $239K
388K $17.9M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-2K
- 0.17%
$29.65 - $31.77 $59.3K - $63.5K
1.16M $36.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-875
- 4.28%
$293.94 - $444.72 $257K - $389K
19.6K $8.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5.54K
- 0.46%
$41.91 - $44.87 $232K - $249K
1.2M $53.7M
NVDA
Nvidia Corp

Technology
-1.89K
- 1.19%
$153.3 - $186.58 $290K - $353K
157K $29.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-7.55K
- 0.62%
$67.01 - $72.84 $506K - $550K
1.21M $87.8M
GOOGL
Alphabet Inc.

Communication Services
-10.3K
- 6.78%
$174.36 - $254.72 $1.8M - $2.62M
142K $34.4M
GOOG
Alphabet Inc.

Communication Services
-672
- 0.45%
$175.16 - $255.24 $118K - $172K
148K $36.2M
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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