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Forum Financial Management’s Life Time Group Holdings LTH Stock Holding History

Forum Financial Management’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,591
Closed -$282K – 704
2025
Q4 		$282K Buy
10,591
+5
+0% +$130 ﹤0.01% 782
2025
Q3 		$292K Buy
10,586
+2
+0% +$57 ﹤0.01% 760
2025
Q2 		$321K Buy
10,584
+8
+0.1% +$237 ﹤0.01% 637
2025
Q1 		$319K Buy
+10,576
New +$311K 0.01% 564

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Forum Financial Management sold out of Life Time Group Holdings (LTH) in Q1 2026, closing a stake of 10,591 shares — an estimated $282K sold.

Forum Financial Management first reported a position in LTH in Q1 2025 and held it in 4 quarters. The position peaked at $321K in Q2 2025. 318 funds tracked by Wall St. Rank hold LTH as of Q1 2026.

  • Forum Financial Management reported no remaining Life Time Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,591 Life Time Group Holdings shares in Q1 2026, an estimated $282K.
  • Forum Financial Management first reported a position in Life Time Group Holdings in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Life Time Group Holdings position peaked at $321K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q1 2026.

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