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Forum Financial Management’s Spectral AI MDAI Stock Holding History

Forum Financial Management’s Portfolio MDAI Stock Details MDAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.9K Hold
60,501
– – ﹤0.01% 319
2025
Q4 		$85.9K Hold
60,501
– – ﹤0.01% 997
2025
Q3 		$138K Buy
60,501
+36,233
+149% +$83.9K ﹤0.01% 989
2025
Q2 		$60.2K Sell
24,268
-4,830
-17% -$7.44K ﹤0.01% 944
2025
Q1 		$33.5K Hold
29,098
– – ﹤0.01% 863
2024
Q4 		$82.3K Hold
29,098
– – ﹤0.01% 880
2024
Q3 		$30.8K Hold
29,098
– – ﹤0.01% 766
2024
Q2 		$51.2K Buy
+29,098
New +$52.4K ﹤0.01% 708

Other funds holding MDAI

HP
Highlander Partners Dallas, Texas $256M AUM 53.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

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

Forum Financial Management held its Spectral AI (MDAI) position steady in Q1 2026 at 60,501 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Forum Financial Management first reported a position in MDAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $138K in Q3 2025. 24 funds tracked by Wall St. Rank hold MDAI as of Q1 2026.

  • Forum Financial Management held 60,501 shares of Spectral AI worth $88.9K as of Q1 2026.
  • Forum Financial Management left its Spectral AI share count unchanged in Q1 2026.
  • Spectral AI made up ﹤0.01% of Forum Financial Management's portfolio in Q1 2026, its #319 holding.
  • Forum Financial Management first reported a position in Spectral AI in Q2 2024 and has held it in 8 quarters since.
  • Forum Financial Management's Spectral AI position peaked at $138K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Spectral AI as of Q1 2026.

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