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Forum Financial Management’s EQT Corp EQT Stock Holding History

Forum Financial Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,464
Closed -$668K – 547
2025
Q4 		$668K Sell
12,464
-50
-0.4% -$2.81K 0.01% 364
2025
Q3 		$681K Buy
12,514
+225
+2% +$11.9K 0.01% 339
2025
Q2 		$717K Buy
12,289
+20
+0.2% +$1.08K 0.01% 295
2025
Q1 		$656K Buy
12,269
+4
+0% +$204 0.01% 284
2024
Q4 		$566K Hold
12,265
– – 0.01% 330
2024
Q3 		$449K Buy
12,265
+3,052
+33% +$104K 0.01% 365
2024
Q2 		$341K Buy
9,213
+151
+2% +$5.92K 0.01% 432
2024
Q1 		$336K Hold
9,062
– – 0.01% 453
2023
Q4 		$350K Buy
9,062
+10
+0.1% +$406 0.01% 396
2023
Q3 		$367K Buy
9,052
+5
+0.1% +$207 0.01% 357
2023
Q2 		$372K Buy
9,047
+5
+0.1% +$177 0.01% 372
2023
Q1 		$289K Buy
9,042
+201
+2% +$6.45K 0.01% 411
2022
Q4 		$299K Sell
8,841
-69
-0.8% -$2.77K 0.01% 398
2022
Q3 		$363K Buy
8,910
+74
+0.8% +$3.21K 0.02% 292
2022
Q2 		$304K Buy
8,836
+5
+0.1% +$206 0.02% 349
2022
Q1 		$303K Buy
+8,831
New +$215K 0.01% 391

Other funds holding EQT

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Forum Financial Management sold out of EQT Corp (EQT) in Q1 2026, closing a stake of 12,464 shares — an estimated $668K sold.

Forum Financial Management first reported a position in EQT in Q1 2022 and held it in 16 quarters. The position peaked at $717K in Q2 2025. 1,176 funds tracked by Wall St. Rank hold EQT as of Q1 2026.

  • Forum Financial Management reported no remaining EQT Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 12,464 EQT Corp shares in Q1 2026, an estimated $668K.
  • Forum Financial Management first reported a position in EQT Corp in Q1 2022 and held it in 16 quarters.
  • Forum Financial Management's EQT Corp position peaked at $717K in Q2 2025.
  • 1,176 funds tracked by Wall St. Rank held EQT Corp as of Q1 2026.

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