CH
FORA

Canton Hathaway’s Forian FORA Stock Holding History

Canton Hathaway’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
Q1 		– Sell
-44,000
Closed -$93.3K – 275
2025
Q4 		$93.3K Sell
44,000
-19,500
-31% -$42.6K 0.02% 166
2025
Q3 		$143K Sell
63,500
-182,000
-74% -$371K 0.03% 157
2025
Q2 		$481K Buy
245,500
+150
+0.1% +$303 0.1% 93
2025
Q1 		$491K Sell
245,350
-24,300
-9% -$54.2K 0.1% 85
2024
Q4 		$555K Hold
269,650
– – 0.14% 58
2024
Q3 		$582K Buy
269,650
+6,125
+2% +$14.9K 0.15% 58
2024
Q2 		$698K Hold
263,525
– – 0.19% 53
2024
Q1 		$875K Hold
263,525
– – 0.23% 47
2023
Q4 		$771K Buy
263,525
+16,725
+7% +$43K 0.23% 45
2023
Q3 		$550K Buy
246,800
+10,000
+4% +$24.8K 0.17% 51
2023
Q2 		$580K Buy
236,800
+61,700
+35% +$164K 0.18% 50
2023
Q1 		$667K Hold
175,100
– – 0.23% 47
2022
Q4 		$478K Hold
175,100
– – 0.17% 58
2022
Q3 		$587K Buy
175,100
+11,600
+7% +$51.1K 0.21% 57
2022
Q2 		$718K Buy
163,500
+31,599
+24% +$122K 0.25% 49
2022
Q1 		$918K Buy
131,901
+42,500
+48% +$314K 0.26% 50
2021
Q4 		$806K Buy
89,401
+18,456
+26% +$177K 0.22% 60
2021
Q3 		$732K Hold
70,945
– – 0.21% 64
2021
Q2 		$892K Buy
70,945
+21,907
+45% +$250K 0.26% 58
2021
Q1 		$496K Buy
+49,038
New +$626K 0.16% 73

Other funds holding FORA

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Canton Hathaway's FORA Position: Q1 2026 in Review

Canton Hathaway sold out of Forian (FORA) in Q1 2026, closing a stake of 44,000 shares — an estimated $93.3K sold.

Canton Hathaway first reported a position in FORA in Q1 2021 and held it in 20 quarters. The position peaked at $918K in Q1 2022. 31 funds tracked by Wall St. Rank hold FORA as of Q1 2026.

  • Canton Hathaway reported no remaining Forian position as of Q1 2026 after selling out during the quarter.
  • Canton Hathaway sold 44,000 Forian shares in Q1 2026, an estimated $93.3K.
  • Canton Hathaway first reported a position in Forian in Q1 2021 and held it in 20 quarters.
  • Canton Hathaway's Forian position peaked at $918K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Forian as of Q1 2026.

Based on Canton Hathaway's 13F filing for Q1 2026, filed 24 Apr 2026.