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Forum Financial Management’s Oil-Dri ODC Stock Holding History

Forum Financial Management’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
18,050
+5,370
+42% +$429K 0.02% 93
2026
Q1 		$825K Sell
12,680
-350
-3% -$21.3K 0.01% 141
2025
Q4 		$638K Hold
13,030
– – 0.01% 379
2025
Q3 		$795K Hold
13,030
– – 0.01% 293
2025
Q2 		$769K Hold
13,030
– – 0.01% 271
2025
Q1 		$598K Hold
13,030
– – 0.01% 310
2024
Q4 		$571K Buy
+13,030
New +$477K 0.01% 329

Other funds holding ODC

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Forum Financial Management's ODC Position: Q2 2026 in Review

Forum Financial Management increased its Oil-Dri (ODC) stake by 42% in Q2 2026, buying an estimated $429K and bringing the position to 18,050 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #93.

Forum Financial Management first reported a position in ODC in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold ODC as of Q2 2026.

  • Forum Financial Management held 18,050 shares of Oil-Dri worth $1.84M as of Q2 2026.
  • Forum Financial Management bought 5,370 Oil-Dri shares in Q2 2026, an estimated $429K.
  • Oil-Dri made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #93 holding.
  • Forum Financial Management first reported a position in Oil-Dri in Q4 2024 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held Oil-Dri as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.