Diversified Trust’s Forum Energy Technologies FET Stock Holding History

Diversified Trust’s Portfolio FET Stock Details FET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$429K	Buy	+5,296	New	+$375K	0.01%	738
2020 Q3	–	Sell	-753	Closed	-$8K	–	672
2020 Q2	$8K	Hold	753	–	–	﹤0.01%	572
2020 Q1	$3K	Hold	753	–	–	﹤0.01%	425
2019 Q4	$25K	Buy	+753	New	+$20.4K	﹤0.01%	447
2016 Q3	–	Sell	-580	Closed	-$201K	–	313
2016 Q2	$201K	Hold	580	–	–	0.02%	362
2016 Q1	$153K	Buy	+580	New	+$130K	0.02%	374
2015 Q1	–	Sell	-515	Closed	-$214K	–	502
2014 Q4	$214K	Buy	+515	New	+$254K	0.02%	468
2014 Q2	$933K	Buy	+1,280	New	+$834K	0.08%	266
2013 Q4	$396K	Buy	702 +93	+15%	+$52.7K	0.04%	363
2013 Q3	$329K	Buy	+609	New	+$341K	0.03%	386

Other funds holding FET

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversified Trust's FET Position: Q3 2026 in Review

Diversified Trust opened a new position in Forum Energy Technologies (FET) in Q3 2026: 5,296 shares worth $429K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Diversified Trust previously reported a position in FET as recently as Q2 2020.

Diversified Trust first reported a position in FET in Q3 2013 and has held it in 10 quarters since. The position peaked at $933K in Q2 2014. 59 funds tracked by Wall St. Rank hold FET as of Q3 2026.

Diversified Trust held 5,296 shares of Forum Energy Technologies worth $429K as of Q3 2026.
Forum Energy Technologies was a new Diversified Trust position in Q3 2026.
Forum Energy Technologies made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #738 holding.
Diversified Trust first reported a position in Forum Energy Technologies in Q3 2013 and has held it in 10 quarters since.
Diversified Trust's Forum Energy Technologies position peaked at $933K in Q2 2014.
59 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.