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
Ea Series Trust
-1.94K
- 0.29%
N/A
668K $0
Ferguson Enterprises Inc
-16
- 0.82%
N/A
1.93K $0
Brookfield Renewable Corp
-5
- 0.02%
N/A
21.4K $0
Spectral Ai Inc
-4.83K
- 16.6%
N/A
24.3K $0
Gsk PLC
-307
- 2.23%
N/A
13.5K $0
Ge Vernova Inc
-100
- 3.05%
N/A
3.18K $0
Liberty Media Corp Del
-143
- 3.16%
N/A
4.38K $0
DFSI
Dimensional ETF Tr Dimen Intl
-9.11K
- 3.05%
N/A
289K $0
Cooper Cos Inc
-520
- 9.57%
N/A
4.91K $0
MSCI
Msci Inc.

Financial Services
-10
- 1.81%
$506.56 - $576.74 $5.07K - $5.77K
543 $313K
EBAY
Ebay Inc

Consumer Cyclical
-390
- 8.27%
$59.52 - $79.36 $23.2K - $31K
4.33K $322K
VLO
Valero Energy Corp

Energy
-68
- 1.16%
$104.69 - $141.77 $7.12K - $9.64K
5.79K $778K
WAL
Western Alliance Bancorporation

Financial Services
-2
- 0.06%
$61.0 - $79.94 $122 - $160
3.62K $282K
AVUV
American Centy ETF Tr Avantis

ETFs
-650
- 3.99%
$75.17 - $91.21 $48.9K - $59.3K
15.6K $1.43M
XYL
Xylem Inc.

Industrials
-221
- 6.49%
$102.86 - $129.5 $22.7K - $28.6K
3.18K $411K
MMM
3 M CO

Industrials
-80
- 2.55%
$126.09 - $154.15 $10.1K - $12.3K
3.05K $464K
RSG
Republic Services, Inc.

Industrials
-13
- 0.64%
$227.2 - $258.07 $2.95K - $3.35K
2.02K $497K
TXT
Textron Inc

Industrials
-443
- 8.32%
$60.72 - $80.34 $26.9K - $35.6K
4.88K $391K
CTAS
Cintas Corp

Industrials
-197
- 6.56%
$190.11 - $227.66 $37.5K - $44.8K
2.81K $625K
ERIC
Ericsson Lm Telephone CO

Technology
-22.3K
- 8.13%
$6.77 - $8.86 $151K - $198K
252K $2.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.02K
- 9.57%
$17.76 - $22.1 $71.4K - $88.9K
38K $840K
VB
Vanguard Small Cap ETF

ETFs
-35
- 2.76%
$193.73 - $237.37 $6.78K - $8.31K
1.24K $292K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.75K
- 10.6%
$29.15 - $44.46 $50.9K - $77.7K
14.7K $638K
DDS
Dillard'S, Inc.

Consumer Cyclical
-57
- 8.65%
$294.77 - $422.75 $16.8K - $24.1K
602 $251K
IR
Ingersoll Rand Inc.

Industrials
-8
- 0.16%
$66.75 - $84.94 $534 - $680
5.03K $417K
RS
Reliance Steel & Aluminum CO

Basic Materials
-66
- 4.07%
$262.08 - $316.81 $17.3K - $20.9K
1.56K $488K
DINO
Hf Sinclair Corp

Energy
-683
- 10.78%
$25.91 - $41.85 $17.7K - $28.6K
5.65K $232K
VRSN
Verisign Inc

Technology
-32
- 3.23%
$234.49 - $288.8 $7.5K - $9.24K
958 $276K
ENSG
Ensign Group, Inc

Healthcare
-82
- 5.21%
$119.93 - $156.36 $9.83K - $12.8K
1.49K $230K
DTM
Dt Midstream, Inc.

Energy
-219
- 5.54%
$87.23 - $109.91 $19.1K - $24.1K
3.73K $410K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-4
- 0.12%
$90.5 - $114.3 $362 - $457
3.37K $384K
DELL
Dell Technologies Inc.

Technology
-414
- 16.42%
$71.63 - $125.98 $29.7K - $52.2K
2.11K $258K
PH
Parker Hannifin Corp

Industrials
-140
- 9.93%
$517.23 - $700.54 $72.4K - $98.1K
1.27K $887K
VT
Vanguard Total World Stk Index

ETFs
-30
- 1.01%
$103.16 - $128.52 $3.09K - $3.86K
2.93K $376K
KR
Kroger CO

Consumer Defensive
-9
- 0.1%
$64.62 - $74.0 $582 - $666
8.89K $637K
ANSS
Ansys Inc

Technology
-10
- 0.88%
$284.19 - $351.22 $2.84K - $3.51K
1.13K $397K
GM
General Motors CO

Consumer Cyclical
-148
- 0.76%
$42.48 - $50.46 $6.29K - $7.47K
19.4K $955K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9
- 0.3%
$108.12 - $135.04 $973 - $1.22K
3.04K $409K
AYI
Acuity Brands Inc

Industrials
-1
- 0.09%
$223.31 - $304.18 $223 - $304
1.14K $339K
ELAN
Elanco Animal Health Inc

Healthcare
-860
- 6.17%
$8.1 - $14.3 $6.97K - $12.3K
13.1K $186K
MTG
Mgic Investment Corp

Financial Services
-11
- 0.08%
$22.43 - $28.1 $247 - $309
13.5K $374K
CLH
Clean Harbors Inc

Industrials
-27
- 1.9%
$182.1 - $233.5 $4.92K - $6.3K
1.39K $322K
MTB
M&T Bank Corp

Financial Services
-8
- 0.28%
$156.58 - $193.99 $1.25K - $1.55K
2.86K $555K
INSM
Insmed Inc

Healthcare
-311
- 10.14%
$64.81 - $105.9 $20.2K - $32.9K
2.76K $277K
MTZ
Mastec Inc

Industrials
-400
- 19.07%
$106.07 - $171.99 $42.4K - $68.8K
1.7K $289K
VV
Vanguard Large Cap ETF

ETFs
-459
- 7.3%
$228.25 - $285.3 $105K - $131K
5.83K $1.66M
CF
Cf Industries Holdings, Inc.

Basic Materials
-137
- 3.13%
$68.47 - $102.48 $9.38K - $14K
4.24K $390K
AN
Autonation, Inc.

Consumer Cyclical
-146
- 6.9%
$155.71 - $201.03 $22.7K - $29.4K
1.97K $391K
NSC
Norfolk Southern Corp

Industrials
-200
- 3.68%
$206.34 - $257.46 $41.3K - $51.5K
5.24K $1.34M
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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