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Forum Financial Management’s Aptiv APTV Stock Holding History

Forum Financial Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,040
Closed -$536K – 379
2025
Q4 		$536K Buy
7,040
+481
+7% +$38.6K 0.01% 440
2025
Q3 		$566K Buy
6,559
+3,094
+89% +$233K 0.01% 414
2025
Q2 		$236K Buy
+3,465
New +$215K ﹤0.01% 804
2023
Q4 		– Sell
-2,577
Closed -$254K – 690
2023
Q3 		$254K Buy
2,577
+119
+5% +$12.3K 0.01% 482
2023
Q2 		$251K Sell
2,458
-2
-0.1% -$198 0.01% 501
2023
Q1 		$276K Buy
+2,460
New +$272K 0.01% 432
2022
Q2 		– Sell
-2,482
Closed -$297K – 581
2022
Q1 		$297K Buy
2,482
+83
+3% +$11K 0.01% 397
2021
Q4 		$396K Buy
+2,399
New +$400K 0.02% 311

Other funds holding APTV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's APTV Position: Q1 2026 in Review

Forum Financial Management sold out of Aptiv (APTV) in Q1 2026, closing a stake of 7,040 shares — an estimated $536K sold.

Forum Financial Management first reported a position in APTV in Q4 2021 and held it in 8 quarters. The position peaked at $566K in Q3 2025. 710 funds tracked by Wall St. Rank hold APTV as of Q1 2026.

  • Forum Financial Management reported no remaining Aptiv position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,040 Aptiv shares in Q1 2026, an estimated $536K.
  • Forum Financial Management first reported a position in Aptiv in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's Aptiv position peaked at $566K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Aptiv as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.