Forum Financial Management’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,535	Closed	-$567K	–	829
2025 Q4	$567K	Sell	1,535 -12	-0.8%	-$4.8K	0.01%	420
2025 Q3	$751K	Buy	1,547 +13	+0.8%	+$6.23K	0.01%	309
2025 Q2	$753K	Buy	1,534 +129	+9%	+$59.9K	0.01%	280
2025 Q1	$601K	Hold	1,405	–	–	0.01%	307
2024 Q4	$597K	Hold	1,405	–	–	0.01%	320
2024 Q3	$661K	Hold	1,405	–	–	0.01%	256
2024 Q2	$574K	Hold	1,405	–	–	0.01%	272
2024 Q1	$612K	Sell	1,405 -117	-8%	-$45.3K	0.01%	271
2023 Q4	$515K	Hold	1,522	–	–	0.01%	282
2023 Q3	$450K	Hold	1,522	–	–	0.01%	309
2023 Q2	$495K	Hold	1,522	–	–	0.01%	296
2023 Q1	$412K	Sell	1,522 -1	-0.1%	-$255	0.01%	308
2022 Q4	$326K	Buy	1,523 +1	+0.1%	+$206	0.01%	363
2022 Q3	$282K	Hold	1,522	–	–	0.01%	367
2022 Q2	$279K	Hold	1,522	–	–	0.01%	379
2022 Q1	$331K	Hold	1,522	–	–	0.02%	351
2021 Q4	$394K	Buy	+1,522	New	+$375K	0.02%	312

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Forum Financial Management sold out of Ferrari (RACE) in Q1 2026, closing a stake of 1,535 shares — an estimated $567K sold.

Forum Financial Management first reported a position in RACE in Q4 2021 and held it in 17 quarters. The position peaked at $753K in Q2 2025. 719 funds tracked by Wall St. Rank hold RACE as of Q1 2026.

Forum Financial Management reported no remaining Ferrari position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,535 Ferrari shares in Q1 2026, an estimated $567K.
Forum Financial Management first reported a position in Ferrari in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Ferrari position peaked at $753K in Q2 2025.
719 funds tracked by Wall St. Rank held Ferrari as of Q1 2026.

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