Forum Financial Management’s NOV NOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,932	Closed	-$182K	–	973
2025 Q1	$182K	Buy	+11,932	New	+$179K	﹤0.01%	830

Other funds holding NOV

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Forum Financial Management's NOV Position: Q2 2025 in Review

Forum Financial Management sold out of NOV (NOV) in Q2 2025, closing a stake of 11,932 shares — an estimated $182K sold.

Forum Financial Management first reported a position in NOV in Q1 2025 and held it in 1 quarter. The position peaked at $182K in Q1 2025. 431 funds tracked by Wall St. Rank hold NOV as of Q2 2025.

Forum Financial Management reported no remaining NOV position as of Q2 2025 after selling out during the quarter.
Forum Financial Management sold 11,932 NOV shares in Q2 2025, an estimated $182K.
Forum Financial Management first reported a position in NOV in Q1 2025 and held it in 1 quarter.
Forum Financial Management's NOV position peaked at $182K in Q1 2025.
431 funds tracked by Wall St. Rank held NOV as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.