Fidelity Investments
FORA

Fidelity Investments’s Forian FORA Stock Holding History

Fidelity Investments’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
-1
Closed -$2 – 5475
2025
Q4 		$2 Buy
+1
New +$2 ﹤0.01% 5401
2024
Q2 		– Sell
-1
Closed -$3 – 5463
2024
Q1 		$3 Buy
+1
New +$3 ﹤0.01% 5319
2022
Q4 		– Sell
-83
Closed – – 5433
2022
Q3 		$0 Sell
83
-375
-82% -$1.65K ﹤0.01% 5054
2022
Q2 		$2K Buy
+458
New +$1.76K ﹤0.01% 4554

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

Fidelity Investments's FORA Position: Q1 2026 in Review

Fidelity Investments sold out of Forian (FORA) in Q1 2026, closing a stake of 1 share — an estimated $2 sold.

Fidelity Investments first reported a position in FORA in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 31 funds tracked by Wall St. Rank hold FORA as of Q1 2026.

  • Fidelity Investments reported no remaining Forian position as of Q1 2026 after selling out during the quarter.
  • Fidelity Investments sold 1 Forian share in Q1 2026, an estimated $2.
  • Fidelity Investments first reported a position in Forian in Q2 2022 and held it in 4 quarters.
  • Fidelity Investments's Forian position peaked at $2K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Forian as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.