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Forum Financial Management’s Floor & Decor FND Stock Holding History

Forum Financial Management’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,025
Closed -$202K – 889
2024
Q4 		$202K Buy
+2,025
New +$218K ﹤0.01% 847

Other funds holding FND

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Forum Financial Management's FND Position: Q1 2025 in Review

Forum Financial Management sold out of Floor & Decor (FND) in Q1 2025, closing a stake of 2,025 shares — an estimated $202K sold.

Forum Financial Management first reported a position in FND in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 451 funds tracked by Wall St. Rank hold FND as of Q1 2025.

  • Forum Financial Management reported no remaining Floor & Decor position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,025 Floor & Decor shares in Q1 2025, an estimated $202K.
  • Forum Financial Management first reported a position in Floor & Decor in Q4 2024 and held it in 1 quarter.
  • Forum Financial Management's Floor & Decor position peaked at $202K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held Floor & Decor as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.