EWA
FORTY

EverSource Wealth Advisors’s Formula Systems FORTY Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-2
Closed -$335 – 4435
2025
Q4 		$335 Sell
2
-11
-85% -$1.69K ﹤0.01% 3946
2025
Q3 		$1.82K Buy
+13
New +$1.68K ﹤0.01% 3549

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

EverSource Wealth Advisors's FORTY Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Formula Systems (FORTY) in Q1 2026, closing a stake of 2 shares — an estimated $335 sold.

EverSource Wealth Advisors first reported a position in FORTY in Q3 2025 and held it in 2 quarters. The position peaked at $1.82K in Q3 2025. 14 funds tracked by Wall St. Rank hold FORTY as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Formula Systems position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2 Formula Systems shares in Q1 2026, an estimated $335.
  • EverSource Wealth Advisors first reported a position in Formula Systems in Q3 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Formula Systems position peaked at $1.82K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Formula Systems as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.