Forum Financial Management, LP Asset Management

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.1B
$1.91 Million 0.03% of portfolio
20,953
Q2 2025 Added 2.21%
$123B
$1.33 Million 0.02% of portfolio
9,998
Q2 2025 Added 4.27%
$129B
$1.07 Million 0.02% of portfolio
7,175
Q2 2025 Added 2.59%
$53B
$780,000 0.01% of portfolio
1,463
Q2 2025 Reduced 1.48%
$27B
$737,000 0.01% of portfolio
5,820
Q2 2025 Added 9.3%
$82.8B
$729,000 0.01% of portfolio
5,142
Q1 2025 Reduced 0.02%
$21.9B
$580,000 0.01% of portfolio
16,360
Q2 2025 Added 4.01%
$20.6B
$550,000 0.01% of portfolio
6,933
Q2 2025 Added 7.54%
$23.8B
$523,000 0.01% of portfolio
5,430
Q2 2025 Added 84.26%
$4.73B
$483,000 0.01% of portfolio
15,735
Q1 2025 New
$41.3B
$474,000 0.01% of portfolio
4,461
Q2 2025 Reduced 0.49%
$24.1B
$412,000 0.01% of portfolio
8,026
Q2 2025 Added 8.69%
$12.3B
$331,000 0.01% of portfolio
13,904
Q2 2025 New
$10.2B
$273,000 0.0% of portfolio
17,327
Q2 2025 Added 4.78%
$9.03B
$272,000 0.0% of portfolio
1,384
Q2 2025 Added 0.14%
$31.4B
$256,000 0.0% of portfolio
1,481
Q2 2025 Added 2.63%
$7.45B
$236,000 0.0% of portfolio
6,092
Q2 2025 Added 3.82%
$4.7B
$217,000 0.0% of portfolio
3,414
Q2 2025 New
$0
$207,000 0.0% of portfolio
8,169
Q2 2025 New
$0
$132,000 0.0% of portfolio
12,058
Q3 2024 New
$165M
$94,000 0.0% of portfolio
14,836
Q2 2025 New
$0
$80,000 0.0% of portfolio
15,000
Q1 2025 New
Filter Shares Options
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