Aufman Associates’s Forian FORA Stock Holding History

Aufman Associates’s Portfolio FORA Stock Details FORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-52,657	Closed	-$109K	–	69
2026 Q1	$109K	Hold	52,657	–	–	0.05%	65
2025 Q4	$112K	Hold	52,657	–	–	0.06%	67
2025 Q3	$118K	Hold	52,657	–	–	0.07%	66
2025 Q2	$103K	Hold	52,657	–	–	0.06%	64
2025 Q1	$105K	Hold	52,657	–	–	0.07%	57
2024 Q4	$108K	Hold	52,657	–	–	0.07%	59
2024 Q3	$114K	Hold	52,657	–	–	0.07%	64
2024 Q2	$140K	Hold	52,657	–	–	0.1%	45
2024 Q1	$175K	Hold	52,657	–	–	0.12%	46
2023 Q4	$154K	Hold	52,657	–	–	0.12%	43
2023 Q3	$117K	Buy	+52,657	New	+$131K	0.1%	43

Other funds holding FORA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aufman Associates's FORA Position: Q2 2026 in Review

Aufman Associates sold out of Forian (FORA) in Q2 2026, closing a stake of 52,657 shares — an estimated $109K sold.

Aufman Associates first reported a position in FORA in Q3 2023 and held it in 11 quarters. The position peaked at $175K in Q1 2024. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.

Aufman Associates reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
Aufman Associates sold 52,657 Forian shares in Q2 2026, an estimated $109K.
Aufman Associates first reported a position in Forian in Q3 2023 and held it in 11 quarters.
Aufman Associates's Forian position peaked at $175K in Q1 2024.
1 fund tracked by Wall St. Rank held Forian as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.