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Everhart Financial Group’s FormFactor FORM Stock Holding History

Everhart Financial Group’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
Q3 		– Sell
-1,292
Closed -$207K – 503
2026
Q2 		$207K Buy
+1,292
New +$171K 0.01% 453

Other funds holding FORM

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Everhart Financial Group's FORM Position: Q3 2026 in Review

Everhart Financial Group sold out of FormFactor (FORM) in Q3 2026, closing a stake of 1,292 shares — an estimated $207K sold.

Everhart Financial Group first reported a position in FORM in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 13 funds tracked by Wall St. Rank hold FORM as of Q3 2026.

  • Everhart Financial Group reported no remaining FormFactor position as of Q3 2026 after selling out during the quarter.
  • Everhart Financial Group sold 1,292 FormFactor shares in Q3 2026, an estimated $207K.
  • Everhart Financial Group first reported a position in FormFactor in Q2 2026 and held it in 1 quarter.
  • Everhart Financial Group's FormFactor position peaked at $207K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held FormFactor as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.