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Bartlett & Co Wealth Management’s FormFactor FORM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$2.51K – 1233
2025
Q2 		$2.51K Buy
+73
New +$2.22K ﹤0.01% 1075

Other funds holding FORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bartlett & Co Wealth Management's FORM Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of FormFactor (FORM) in Q3 2025, closing a stake of 73 shares — an estimated $2.51K sold.

Bartlett & Co Wealth Management first reported a position in FORM in Q2 2025 and held it in 1 quarter. The position peaked at $2.51K in Q2 2025. 277 funds tracked by Wall St. Rank hold FORM as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining FormFactor position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 73 FormFactor shares in Q3 2025, an estimated $2.51K.
  • Bartlett & Co Wealth Management first reported a position in FormFactor in Q2 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's FormFactor position peaked at $2.51K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held FormFactor as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.