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
NUE
Nucor Corp

Basic Materials
-498
- 13.57%
$103.22 - $131.43 $51.4K - $65.5K
3.17K $410K
ASML
Asml Holding Nv

Technology
-519
- 18.63%
$595.37 - $815.24 $309K - $423K
2.27K $1.82M
FOX
Fox Corp Cl B (De)

Communication Services
-438
- 7.12%
$43.81 - $53.0 $19.2K - $23.2K
5.72K $295K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-103
- 4.27%
$167.22 - $212.42 $17.2K - $21.9K
2.31K $456K
VTRS
Viatris Inc

Healthcare
-3.95K
- 10.87%
$7.26 - $9.12 $28.7K - $36K
32.4K $288K
AVY
Avery Dennison Corp

Industrials
-131
- 9.47%
$159.58 - $183.97 $20.9K - $24.1K
1.25K $219K
JKHY
Henry Jack & Associates Inc

Technology
-130
- 8.81%
$163.54 - $186.02 $21.3K - $24.2K
1.35K $242K
VNQ
Vanguard Specialized Funds Van

ETFs
-127
- 1.3%
$79.79 - $91.42 $10.1K - $11.6K
9.67K $860K
PAYO
Payoneer Global Inc.

Technology
-2.66K
- 20.96%
$5.9 - $7.55 $15.7K - $20.1K
10K $68K
HD
Home Depot, Inc.

Consumer Cyclical
-71
- 0.46%
$335.24 - $380.78 $23.8K - $27K
15.4K $5.65M
CACI
Caci International Inc

Technology
-53
- 5.31%
N/A
946 $404K
HUBS
Hubspot Inc

Technology
-29
- 7.23%
$487.07 - $672.24 $14.1K - $19.5K
372 $207K
TTWO
Take Two Interactive Software Inc

Communication Services
-443
- 18.28%
$194.58 - $243.05 $86.2K - $108K
1.98K $480K
ZBRA
Zebra Technologies Corp

Technology
-153
- 15.0%
$213.54 - $309.26 $32.7K - $47.3K
867 $267K
DOX
Amdocs LTD

Technology
-211
- 6.8%
$80.46 - $94.08 $17K - $19.9K
2.89K $263K
SHW
Sherwin Williams CO

Basic Materials
-22
- 1.08%
$313.51 - $363.51 $6.9K - $8K
2.02K $692K
AA
Alcoa Corp

Basic Materials
-384
- 4.99%
$22.57 - $30.84 $8.67K - $11.8K
7.31K $215K
ACM
Aecom

Industrials
-998
- 21.49%
$87.19 - $113.06 $87K - $113K
3.65K $411K
AIG
American International Group, Inc.

Financial Services
-7
- 0.06%
$77.56 - $87.72 $543 - $614
12.3K $1.05M
BCO
Brinks CO

Industrials
-338
- 8.39%
$82.06 - $94.4 $27.7K - $31.9K
3.69K $329K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-74
- 4.68%
$146.74 - $176.07 $10.9K - $13K
1.51K $244K
JLL
Jones Lang Lasalle Inc

Real Estate
-114
- 7.31%
$204.57 - $256.96 $23.3K - $29.3K
1.45K $369K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-47
- 4.73%
$215.78 - $270.12 $10.1K - $12.7K
946 $220K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-1.95K
- 17.86%
$22.56 - $29.85 $43.9K - $58.1K
8.95K $255K
HOLX
Hologic Inc

Healthcare
-454
- 10.6%
$52.73 - $65.22 $23.9K - $29.6K
3.83K $249K
ADSK
Autodesk, Inc.

Technology
-56
- 3.63%
N/A
1.49K $365K
SCL
Stepan CO

Basic Materials
-200
- 3.1%
$45.26 - $56.69 $9.05K - $11.3K
6.26K $341K
MCO
Moodys Corp

Financial Services
-82
- 10.92%
$396.7 - $501.59 $32.5K - $41.1K
669 $335K
FOXA
Fox Corp

Communication Services
-165
- 2.68%
$47.21 - $57.04 $7.79K - $9.41K
5.98K $335K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-479
- 1.13%
$41.1 - $42.37 $19.7K - $20.3K
41.9K $1.77M
UL
Unilever PLC

Consumer Defensive
-496
- 4.26%
$57.9 - $65.43 $28.7K - $32.5K
11.1K $681K
SHOP
Shopify Inc.

Technology
-1.26K
- 18.62%
$76.89 - $115.35 $97.2K - $146K
5.52K $637K
TXN
Texas Instruments Inc

Technology
-53
- 0.63%
N/A
8.39K $1.63M
ESI
Element Solutions Inc

Basic Materials
-382
- 4.13%
$17.5 - $22.96 $6.69K - $8.77K
8.86K $200K
BSX
Boston Scientific Corp

Healthcare
-886
- 6.59%
$89.7 - $107.41 $79.5K - $95.2K
12.6K $1.35M
MASI
Masimo Corp

Healthcare
-50
- 3.8%
$144.4 - $171.97 $7.22K - $8.6K
1.27K $212K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-1.94K
- 10.68%
$12.82 - $18.15 $24.8K - $35.1K
16.2K $271K
EFX
Equifax Inc

Industrials
-110
- 7.63%
$205.5 - $280.54 $22.6K - $30.9K
1.33K $345K
AAL
American Airlines Group Inc.

Industrials
-348
- 2.13%
N/A
16K $176K
AGCO
Agco Corp

Industrials
-302
- 11.13%
$75.77 - $108.43 $22.9K - $32.7K
2.41K $248K
NVT
N Vent Electric PLC

Industrials
-1.46K
- 29.06%
$45.2 - $73.35 $66K - $107K
3.57K $261K
PLUG
Plug Power Inc

Industrials
-3.1K
- 15.47%
$0.7 - $1.49 $2.17K - $4.62K
16.9K $25K
FISV
Fiserv Inc

Technology
-15
- 0.28%
N/A
5.27K $660K
ABNB
Airbnb, Inc.

Consumer Cyclical
-379
- 9.86%
$105.69 - $140.64 $40.1K - $53.3K
3.46K $458K
GDDY
Go Daddy Inc.

Technology
-2
- 0.13%
$162.11 - $192.36 $324 - $385
1.54K $276K
Sharkninja Inc
-565
- 19.67%
N/A
2.31K $0
Aegon LTD
-1.53K
- 7.98%
N/A
17.7K $0
Dimensional ETF Trust
-364
- 1.91%
N/A
18.7K $0
Blackrock Inc
-90
- 5.86%
N/A
1.45K $0
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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