Forum Financial Management’s PureCycle Technologies PCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	-$1.07M	–	795
2025 Q4	–	Hold	0	–	–	–	235
2025 Q3	–	Hold	0	–	–	–	156
2025 Q2	–	Hold	0	–	–	–	141
2025 Q1	–	Hold	0	–	–	–	353
2024 Q4	–	Hold	0	–	–	–	599
2024 Q3	–	Hold	0	–	–	–	71
2024 Q2	–	Hold	0	–	–	–	116
2024 Q1	–	Hold	0	–	–	–	119
2023 Q4	–	Hold	0	–	–	–	154
2023 Q3	–	Hold	0	–	–	–	256
2023 Q2	–	Hold	0	–	-$70K	–	673
2023 Q1	–	Hold	0	–	–	–	606

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

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

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

Geode Capital Management

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

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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