BlackRock
FORTY

BlackRock’s Formula Systems FORTY Stock Holding History

BlackRock’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.4K Hold
680
– – ﹤0.01% 5106
2026
Q1 		$75K Hold
680
– – ﹤0.01% 5028
2025
Q4 		$114K Hold
680
– – ﹤0.01% 4867
2025
Q3 		$95.4K Hold
680
– – ﹤0.01% 4838
2025
Q2 		$86.9K Hold
680
– – ﹤0.01% 4871
2025
Q1 		$59.2K Hold
680
– – ﹤0.01% 4880
2024
Q4 		$55.2K Hold
680
– – ﹤0.01% 4921
2024
Q3 		$54.4K Hold
680
– – ﹤0.01% 4793
2024
Q2 		$47.1K Sell
680
-72
-10% -$5.58K ﹤0.01% 4872
2024
Q1 		$58.1K Hold
752
– – ﹤0.01% 4840
2023
Q4 		$47.8K Hold
752
– – ﹤0.01% 4976
2023
Q3 		$56.5K Hold
752
– – ﹤0.01% 4980
2023
Q2 		$56K Sell
752
-277
-27% -$19.2K ﹤0.01% 5047
2023
Q1 		$67.5K Hold
1,029
– – ﹤0.01% 5056
2022
Q4 		$72.9K Sell
1,029
-341
-25% -$26.7K ﹤0.01% 5131
2022
Q3 		$113K Sell
1,370
-72
-5% -$7.01K ﹤0.01% 5145
2022
Q2 		$134K Sell
1,442
-514
-26% -$48.5K ﹤0.01% 5148
2022
Q1 		$197K Buy
1,956
+173
+10% +$18.7K ﹤0.01% 5109
2021
Q4 		$221K Buy
1,783
+401
+29% +$45.8K ﹤0.01% 5085
2021
Q3 		$136K Buy
1,382
+679
+97% +$63.1K ﹤0.01% 5068
2021
Q2 		$63K Buy
703
+389
+124% +$34.7K ﹤0.01% 5151
2021
Q1 		$28K Buy
+314
New +$27.7K ﹤0.01% 4991

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock's FORTY Position: Q2 2026 in Review

BlackRock held its Formula Systems (FORTY) position steady in Q2 2026 at 680 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5106.

BlackRock first reported a position in FORTY in Q1 2021 and has held it in 22 quarters since. The position peaked at $221K in Q4 2021. 13 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • BlackRock held 680 shares of Formula Systems worth $69.4K as of Q2 2026.
  • BlackRock left its Formula Systems share count unchanged in Q2 2026.
  • Formula Systems made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #5106 holding.
  • BlackRock first reported a position in Formula Systems in Q1 2021 and has held it in 22 quarters since.
  • BlackRock's Formula Systems position peaked at $221K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.