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Forum Financial Management’s QuantumScape Corp QS Stock Holding History

Forum Financial Management’s Portfolio QS Stock Details QS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,778
Closed -$185K – 827
2025
Q4 		$185K Hold
17,778
– – ﹤0.01% 980
2025
Q3 		$219K Buy
+17,778
New +$173K ﹤0.01% 915

Other funds holding QS

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Forum Financial Management sold out of QuantumScape Corp (QS) in Q1 2026, closing a stake of 17,778 shares — an estimated $185K sold.

Forum Financial Management first reported a position in QS in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q3 2025. 432 funds tracked by Wall St. Rank hold QS as of Q1 2026.

  • Forum Financial Management reported no remaining QuantumScape Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 17,778 QuantumScape Corp shares in Q1 2026, an estimated $185K.
  • Forum Financial Management first reported a position in QuantumScape Corp in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's QuantumScape Corp position peaked at $219K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held QuantumScape Corp as of Q1 2026.

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