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Forum Financial Management’s Aurora AUR Stock Holding History

Forum Financial Management’s Portfolio AUR Stock Details AUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,165
Closed -$139K – 390
2025
Q4 		$139K Sell
36,165
-6,498
-15% -$29.8K ﹤0.01% 987
2025
Q3 		$230K Hold
42,663
– – ﹤0.01% 887
2025
Q2 		$224K Hold
42,663
– – ﹤0.01% 841
2025
Q1 		$287K Buy
+42,663
New +$305K ﹤0.01% 614
2024
Q4 		– Sell
-42,663
Closed -$253K – 917
2024
Q3 		$253K Hold
42,663
– – ﹤0.01% 603
2024
Q2 		$118K Buy
42,663
+32
+0.1% +$89 ﹤0.01% 693
2024
Q1 		$120K Buy
42,631
+19,628
+85% +$56.3K ﹤0.01% 727
2023
Q4 		$101K Buy
+23,003
New +$57.2K ﹤0.01% 674

Other funds holding AUR

U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Forum Financial Management sold out of Aurora (AUR) in Q1 2026, closing a stake of 36,165 shares — an estimated $139K sold.

Forum Financial Management first reported a position in AUR in Q4 2023 and held it in 8 quarters. The position peaked at $287K in Q1 2025. 415 funds tracked by Wall St. Rank hold AUR as of Q1 2026.

  • Forum Financial Management reported no remaining Aurora position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 36,165 Aurora shares in Q1 2026, an estimated $139K.
  • Forum Financial Management first reported a position in Aurora in Q4 2023 and held it in 8 quarters.
  • Forum Financial Management's Aurora position peaked at $287K in Q1 2025.
  • 415 funds tracked by Wall St. Rank held Aurora as of Q1 2026.

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