Forum Financial Management’s Keysight KEYS Stock Holding History

Forum Financial Management’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,298	Closed	-$467K	–	681
2025 Q4	$467K	Buy	2,298 +2	+0.1%	+$371	0.01%	509
2025 Q3	$402K	Buy	2,296 +131	+6%	+$21.8K	0.01%	570
2025 Q2	$355K	Buy	2,165 +276	+15%	+$42.1K	0.01%	568
2025 Q1	$283K	Buy	1,889 +154	+9%	+$25.4K	﹤0.01%	620
2024 Q4	$279K	Buy	1,735 +341	+24%	+$55K	﹤0.01%	660
2024 Q3	$222K	Buy	+1,394	New	+$198K	﹤0.01%	670
2024 Q2	–	Sell	-1,390	Closed	-$217K	–	748
2024 Q1	$217K	Hold	1,390	–	–	﹤0.01%	662
2023 Q4	$221K	Buy	+1,390	New	+$189K	﹤0.01%	596
2023 Q3	–	Sell	-1,422	Closed	-$238K	–	659
2023 Q2	$238K	Buy	1,422 +107	+8%	+$16.6K	0.01%	530
2023 Q1	$212K	Buy	1,315 +1	+0.1%	+$170	0.01%	538
2022 Q4	$225K	Sell	1,314 -104	-7%	-$17.7K	0.01%	509
2022 Q3	$223K	Buy	+1,418	New	+$227K	0.01%	462
2022 Q2	–	Sell	-1,475	Closed	-$233K	–	621
2022 Q1	$233K	Buy	1,475 +137	+10%	+$22.8K	0.01%	503
2021 Q4	$276K	Buy	+1,338	New	+$250K	0.01%	456

Other funds holding KEYS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return