Beverly Hills Private Wealth’s FormFactor FORM Stock Holding History

Beverly Hills Private Wealth’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
2026 Q2	$291K	Sell	1,822 -3,541	-66%	-$470K	0.06%	200
2026 Q1	$520K	Buy	5,363 +57	+1%	+$4.91K	0.09%	179
2025 Q4	$296K	Buy	+5,306	New	+$267K	0.05%	259
2025 Q1	–	Sell	-5,810	Closed	-$256K	–	343
2024 Q4	$256K	Sell	5,810 -998	-15%	-$42.9K	0.05%	290
2024 Q3	$313K	Sell	6,808 -1,495	-18%	-$74.6K	0.06%	264
2024 Q2	$503K	Sell	8,303 -4,032	-33%	-$210K	0.11%	184
2024 Q1	$563K	Sell	12,335 -1,332	-10%	-$55.5K	0.13%	169
2023 Q4	$570K	Sell	13,667 -1,816	-12%	-$66.4K	0.15%	148
2023 Q3	$541K	Sell	15,483 -15,881	-51%	-$534K	0.16%	138
2023 Q2	$1.07M	Buy	31,364 +15,949	+103%	+$476K	0.18%	126
2023 Q1	$491K	Buy	15,415 +3,239	+27%	+$92.8K	0.15%	147
2022 Q4	$271K	Buy	+12,176	New	+$284K	0.12%	191

Other funds holding FORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beverly Hills Private Wealth's FORM Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its FormFactor (FORM) stake by 66% in Q2 2026, selling an estimated $470K and leaving 1,822 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #200.

Beverly Hills Private Wealth first reported a position in FORM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.07M in Q2 2023. 508 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

Beverly Hills Private Wealth held 1,822 shares of FormFactor worth $291K as of Q2 2026.
Beverly Hills Private Wealth sold 3,541 FormFactor shares in Q2 2026, an estimated $470K.
FormFactor made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #200 holding.
Beverly Hills Private Wealth first reported a position in FormFactor in Q4 2022 and has held it in 12 quarters since.
Beverly Hills Private Wealth's FormFactor position peaked at $1.07M in Q2 2023.
508 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.