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Forum Financial Management’s Element Solutions ESI Stock Holding History

Forum Financial Management’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,761
Closed -$244K – 550
2025
Q4 		$244K Hold
9,761
– – ﹤0.01% 855
2025
Q3 		$246K Buy
9,761
+897
+10% +$22.4K ﹤0.01% 849
2025
Q2 		$201K Sell
8,864
-382
-4% -$8.01K ﹤0.01% 906
2025
Q1 		$209K Buy
9,246
+27
+0.3% +$690 ﹤0.01% 793
2024
Q4 		$234K Buy
+9,219
New +$249K ﹤0.01% 766

Other funds holding ESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Forum Financial Management sold out of Element Solutions (ESI) in Q1 2026, closing a stake of 9,761 shares — an estimated $244K sold.

Forum Financial Management first reported a position in ESI in Q4 2024 and held it in 5 quarters. The position peaked at $246K in Q3 2025. 445 funds tracked by Wall St. Rank hold ESI as of Q1 2026.

  • Forum Financial Management reported no remaining Element Solutions position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,761 Element Solutions shares in Q1 2026, an estimated $244K.
  • Forum Financial Management first reported a position in Element Solutions in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Element Solutions position peaked at $246K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Element Solutions as of Q1 2026.

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