Forum Financial Management, LP Sells in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
-318
- 21.53%
$224.93 - $295.04 $71.5K - $93.8K
1.16K $283K
AFL
Aflac Inc

Financial Services
-469
- 4.81%
$99.77 - $112.45 $46.8K - $52.7K
9.28K $978K
WMB
Williams Companies, Inc.

Energy
-2.87K
- 11.39%
$54.33 - $62.87 $156K - $181K
22.4K $1.4M
PAYX
Paychex Inc

Industrials
-513
- 16.98%
$137.01 - $159.78 $70.3K - $82K
2.51K $364K
IQV
Iqvia Holdings Inc.

Healthcare
-379
- 19.64%
$137.0 - $174.37 $51.9K - $66.1K
1.55K $244K
CPRT
Copart Inc

Consumer Cyclical
-512
- 5.8%
$47.72 - $63.84 $24.4K - $32.7K
8.32K $408K
SNAP
Snap Inc

Communication Services
-10.4K
- 45.06%
$7.23 - $9.21 $75.5K - $96.1K
12.7K $110K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.17K
- 26.09%
$58.52 - $71.7 $127K - $156K
6.15K $422K
OMC
Omnicom Group Inc.

Communication Services
-378
- 7.12%
$69.22 - $79.77 $26.2K - $30.2K
4.93K $354K
NEE
Nextera Energy Inc

Utilities
-1K
- 10.26%
$64.11 - $75.0 $64.2K - $75.2K
8.76K $608K
HSY
Hershey CO

Consumer Defensive
-311
- 6.48%
$151.29 - $173.13 $47.1K - $53.8K
4.49K $744K
BLDR
Builders First Source, Inc.

Industrials
-400
- 12.43%
$105.63 - $131.12 $42.3K - $52.4K
2.82K $328K
UPS
United Parcel Service Inc

Industrials
-228
- 4.16%
$91.92 - $110.2 $21K - $25.1K
5.25K $530K
VRT
Vertiv Holdings CO

Industrials
-811
- 28.44%
N/A
2.04K $176K
HAL
Halliburton CO

Energy
-7
- 0.05%
$19.26 - $25.7 $135 - $180
13.6K $276K
PKI
Perkinelmer Inc

Healthcare
-562
- 15.82%
N/A
2.99K $361K
MPC
Marathon Petroleum Corp

Energy
-1.35K
- 17.32%
$118.55 - $170.08 $161K - $230K
6.46K $1.07M
VTV
Vanguard Value ETF

ETFs
-541
- 6.24%
$153.67 - $176.74 $83.1K - $95.6K
8.13K $1.44M
PR
Permian Resources Corporation

Energy
-4.04K
- 19.92%
$10.36 - $14.93 $41.9K - $60.3K
16.2K $221K
AZO
Autozone Inc

Consumer Cyclical
-12
- 9.3%
$3478.38 - $3880.15 $41.7K - $46.6K
117 $434K
WSO
Watsco Inc

Industrials
-47
- 8.72%
$421.84 - $520.66 $19.8K - $24.5K
492 $217K
WM
Waste Management Inc

Industrials
-203
- 6.47%
$216.47 - $242.1 $43.9K - $49.1K
2.94K $671K
NEM
Newmont Corp

Basic Materials
-5.28K
- 20.89%
$44.18 - $59.46 $233K - $314K
20K $1.16M
BNS
Bank Of Nova Scotia

Financial Services
-2.35K
- 24.42%
$44.56 - $55.27 $105K - $130K
7.28K $402K
PHG
Koninklijke Philips Nv

Healthcare
-1.57K
- 13.38%
$21.67 - $25.64 $33.9K - $40.2K
10.1K $243K
L
Loews Corp

Financial Services
-555
- 9.07%
$80.89 - $92.09 $44.9K - $51.1K
5.56K $509K
VFC
V F Corp

Consumer Cyclical
-16
- 0.11%
$9.74 - $16.39 $156 - $262
14K $164K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-385
- 3.53%
$121.58 - $136.74 $46.8K - $52.6K
10.5K $1.43M
CBSH
Commerce Bancshares Inc

Financial Services
-823
- 18.13%
$55.42 - $65.63 $45.6K - $54K
3.72K $231K
TGT
Target Corp

Consumer Defensive
-266
- 6.12%
$88.76 - $105.77 $23.6K - $28.1K
4.08K $402K
NOK
Nokia Corp

Technology
-6.17K
- 3.17%
$4.65 - $5.43 $28.7K - $33.5K
188K $975K
A
Agilent Technologies, Inc.

Healthcare
-442
- 13.42%
$99.29 - $120.52 $43.9K - $53.3K
2.85K $336K
SYK
Stryker Corp

Healthcare
-304
- 9.64%
$337.37 - $395.63 $103K - $120K
2.85K $1.13M
DOCU
Docusign, Inc.

Technology
-185
- 2.15%
$70.35 - $93.84 $13K - $17.4K
8.42K $655K
MIDD
Middleby Corp

Industrials
-170
- 6.74%
$124.01 - $154.76 $21.1K - $26.3K
2.35K $338K
BMO
Bank Of Montreal

Financial Services
-1.2K
- 20.84%
$87.54 - $110.63 $105K - $133K
4.56K $504K
NMR
Nomura Holdings Inc

Financial Services
-13.8K
- 12.93%
$4.95 - $6.6 $68.2K - $91K
92.8K $610K
EXP
Eagle Materials Inc

Basic Materials
-108
- 9.69%
$193.68 - $241.95 $20.9K - $26.1K
1.01K $203K
PRU
Prudential Financial Inc

Financial Services
-47
- 0.5%
$95.12 - $112.71 $4.47K - $5.3K
9.3K $999K
MFG
Mizuho Financial Group Inc

Financial Services
-10.6K
- 2.91%
$4.25 - $5.66 $45K - $59.9K
354K $1.97M
JXN
Jackson Financial Inc.

Financial Services
-641
- 18.54%
$70.35 - $89.5 $45.1K - $57.4K
2.82K $250K
MHK
Mohawk Industries Inc

Consumer Cyclical
-165
- 7.15%
$97.99 - $117.15 $16.2K - $19.3K
2.14K $224K
UHS
Universal Health Services Inc

Healthcare
-133
- 6.79%
$157.05 - $197.94 $20.9K - $26.3K
1.83K $330K
IT
Gartner Inc

Technology
-60
- 6.86%
$377.5 - $449.52 $22.7K - $27K
814 $329K
RIG
Transocean Ltd.

Energy
-9.72K
- 45.33%
$2.13 - $3.32 $20.7K - $32.3K
11.7K $30K
RMD
Resmed Inc

Healthcare
-340
- 22.25%
$204.54 - $258.0 $69.5K - $87.7K
1.19K $306K
VOD
Vodafone Group Public LTD CO

Communication Services
-6.5K
- 24.09%
$8.19 - $10.66 $53.2K - $69.3K
20.5K $218K
AFG
American Financial Group Inc

Financial Services
-180
- 7.96%
$116.9 - $132.12 $21K - $23.8K
2.08K $262K
JEF
Jefferies Financial Group Inc.

Financial Services
-765
- 10.03%
$41.06 - $56.09 $31.4K - $42.9K
6.86K $375K
Activity Summary
Buys All Purchases 617 New Holdings 122 Increased Positions 495 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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