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
AMP
Ameriprise Financial Inc

Financial Services
-22
- 1.48%
$422.19 - $533.73 $9.29K - $11.7K
1.46K $780K
MCK
Mckesson Corp

Healthcare
-40
- 2.6%
$652.83 - $732.78 $26.1K - $29.3K
1.5K $1.1M
VXF
Vanguard Extended Market ETF

ETFs
-35
- 1.02%
$150.43 - $192.71 $5.27K - $6.74K
3.4K $655K
CPNG
Coupang, Inc.

Consumer Cyclical
-1.15K
- 9.25%
$19.76 - $30.81 $22.6K - $35.3K
11.2K $336K
THC
Tenet Healthcare Corp

Healthcare
-210
- 8.61%
$110.41 - $176.0 $23.2K - $37K
2.23K $392K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-139
- 3.96%
$160.22 - $209.35 $22.3K - $29.1K
3.37K $705K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-15
- 0.42%
$60.61 - $87.72 $909 - $1.32K
3.6K $305K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-316
- 4.86%
$54.6 - $70.83 $17.3K - $22.4K
6.18K $437K
STT
State Street Corp

Financial Services
-22
- 0.49%
$75.33 - $106.34 $1.66K - $2.34K
4.46K $474K
AVDE
American Centy ETF Tr Avantis

ETFs
-176
- 1.52%
$59.32 - $74.36 $10.4K - $13.1K
11.4K $842K
MCHP
Microchip Technology Inc

Technology
-1
- 0.02%
$35.34 - $71.6 $35.3 - $71.6
4.35K $306K
RY
Royal Bank Of Canada

Financial Services
-189
- 2.91%
$108.36 - $131.55 $20.5K - $24.9K
6.3K $828K
DIOD
Diodes Inc

Technology
-359
- 2.98%
$34.26 - $52.89 $12.3K - $19K
11.7K $617K
DFAI
Dimensional ETF Tr

ETFs
-661
- 1.79%
$28.02 - $34.71 $18.5K - $22.9K
36.2K $1.25M
SWKS
Skyworks Solutions, Inc.

Technology
-781
- 4.6%
$49.2 - $74.95 $38.4K - $58.5K
16.2K $1.21M
SNOW
Snowflake Inc.

Technology
-208
- 9.56%
$130.53 - $223.77 $27.2K - $46.5K
1.97K $440K
NRG
Nrg Energy, Inc.

Utilities
-446
- 13.7%
$83.61 - $162.67 $37.3K - $72.6K
2.81K $451K
DFAU
Dimensional ETF Tr

ETFs
-7
- 0.02%
$34.04 - $42.36 $238 - $297
36.4K $1.54M
CW
Curtiss Wright Corp

Industrials
-133
- 10.89%
$283.18 - $488.55 $37.7K - $65K
1.09K $531K
TT
Trane Technologies PLC

Industrials
-101
- 4.83%
$315.21 - $437.41 $31.8K - $44.2K
1.99K $871K
AFRM
Affirm Holdings, Inc.

Technology
-98
- 1.3%
$35.75 - $69.14 $3.5K - $6.78K
7.46K $515K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-117
- 1.71%
$272.36 - $339.57 $31.9K - $39.7K
6.72K $2.28M
SPOT
Spotify Technology S.A.

Communication Services
-93
- 7.69%
$503.3 - $775.9 $46.8K - $72.2K
1.12K $857K
HWM
Howmet Aerospace Inc.

Industrials
-678
- 11.71%
$112.33 - $186.13 $76.2K - $126K
5.11K $951K
FLEX
Flex Ltd.

Technology
-1.4K
- 8.61%
$26.68 - $50.09 $37.3K - $70.1K
14.9K $741K
JBL
Jabil Inc

Technology
-40
- 1.41%
$116.88 - $218.1 $4.68K - $8.72K
2.8K $610K
STX
Seagate Technology Holdings PLC

Technology
-306
- 6.51%
$66.54 - $144.33 $20.4K - $44.2K
4.39K $634K
AVDV
American Centy ETF Tr Avantis

ETFs
-232
- 0.81%
$61.76 - $79.32 $14.3K - $18.4K
28.4K $2.25M
INTU
Intuit Inc

Technology
-20
- 1.28%
$544.07 - $787.63 $10.9K - $15.8K
1.55K $1.22M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-203
- 6.64%
$177.93 - $313.14 $36.1K - $63.6K
2.85K $893K
PWR
Quanta Services, Inc.

Industrials
-318
- 9.93%
$239.47 - $381.26 $76.2K - $121K
2.89K $1.09M
WFC
Wells Fargo & Company

Financial Services
-2.2K
- 3.93%
$60.98 - $80.12 $134K - $176K
53.9K $4.32M
APP
App Lovin Corp

Technology
-4
- 0.11%
$219.37 - $417.89 $877 - $1.67K
3.77K $1.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12
- 0.06%
$82.96 - $110.1 $996 - $1.32K
21.8K $2.4M
MS
Morgan Stanley

Financial Services
-3.22K
- 9.39%
$99.83 - $140.86 $321K - $453K
31K $4.37M
SAN
Banco Santander, S.A.

Financial Services
-2.69K
- 1.05%
$5.72 - $8.32 $15.4K - $22.4K
254K $2.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.26K
- 8.19%
$320.42 - $424.58 $403K - $534K
14.1K $5.98M
AMD
Advanced Micro Devices Inc

Technology
-1.91K
- 10.09%
$78.21 - $143.81 $150K - $275K
17K $2.42M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-750
- 0.51%
$52.31 - $63.72 $39.2K - $47.8K
146K $9.3M
GS
Goldman Sachs Group Inc

Financial Services
-269
- 5.98%
$462.22 - $707.75 $124K - $190K
4.23K $2.99M
DE
Deere & CO

Industrials
-32
- 0.22%
$412.99 - $531.48 $13.2K - $17K
14.7K $7.46M
GE
General Electric CO

Industrials
-263
- 2.26%
$166.81 - $257.39 $43.9K - $67.7K
11.4K $2.93M
MU
Micron Technology Inc

Technology
-3.75K
- 12.37%
$64.72 - $127.91 $243K - $480K
26.6K $3.27M
WMT
Walmart Inc.

Consumer Defensive
-656
- 0.89%
$81.79 - $99.98 $53.7K - $65.6K
73.4K $7.18M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.41K
- 0.69%
$36.25 - $42.28 $305K - $356K
1.21M $51M
DFIV
Dimensional ETF Tr

ETFs
-9.26K
- 2.3%
$34.67 - $43.21 $321K - $400K
393K $16.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-343
- 1.65%
$221.86 - $362.89 $76.1K - $124K
20.4K $6.49M
DFAX
Dimensional ETF Tr
-43.6K
- 3.61%
$23.37 - $29.39 $1.02M - $1.28M
1.16M $34.2M
AVGO
Broadcom Inc.

Technology
-305
- 0.93%
$146.29 - $275.65 $44.6K - $84.1K
32.5K $8.95M
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
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email