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Forum Financial Management’s RELX RELX Stock Holding History

Forum Financial Management’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,792
Closed -$396K – 835
2025
Q4 		$396K Hold
9,792
– – 0.01% 607
2025
Q3 		$468K Buy
9,792
+592
+6% +$29.3K 0.01% 488
2025
Q2 		$500K Buy
9,200
+844
+10% +$44.6K 0.01% 409
2025
Q1 		$421K Hold
8,356
– – 0.01% 436
2024
Q4 		$380K Buy
8,356
+2,268
+37% +$106K 0.01% 496
2024
Q3 		$289K Hold
6,088
– – ﹤0.01% 535
2024
Q2 		$279K Hold
6,088
– – 0.01% 511
2024
Q1 		$264K Hold
6,088
– – ﹤0.01% 557
2023
Q4 		$241K Hold
6,088
– – ﹤0.01% 559
2023
Q3 		$205K Hold
6,088
– – ﹤0.01% 585
2023
Q2 		$204K Buy
+6,088
New +$196K ﹤0.01% 609

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Forum Financial Management sold out of RELX (RELX) in Q1 2026, closing a stake of 9,792 shares — an estimated $396K sold.

Forum Financial Management first reported a position in RELX in Q2 2023 and held it in 11 quarters. The position peaked at $500K in Q2 2025. 448 funds tracked by Wall St. Rank hold RELX as of Q1 2026.

  • Forum Financial Management reported no remaining RELX position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,792 RELX shares in Q1 2026, an estimated $396K.
  • Forum Financial Management first reported a position in RELX in Q2 2023 and held it in 11 quarters.
  • Forum Financial Management's RELX position peaked at $500K in Q2 2025.
  • 448 funds tracked by Wall St. Rank held RELX as of Q1 2026.

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