Forum Financial Management’s SS Innovations International SSII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$115K	Hold	38,469	–	–	﹤0.01%	325
2026 Q2	$160K	Hold	38,469	–	–	﹤0.01%	332
2026 Q1	$192K	Hold	38,469	–	–	﹤0.01%	309
2025 Q4	$219K	Sell	38,469 -15,000	-28%	-$104K	﹤0.01%	925
2025 Q3	$348K	Sell	53,469 -5,000	-9%	-$32K	﹤0.01%	658
2025 Q2	$344K	Buy	+58,469	New	+$442K	0.01%	587

Other funds holding SSII

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Forum Financial Management's SSII Position: Q3 2026 in Review

Forum Financial Management held its SS Innovations International (SSII) position steady in Q3 2026 at 38,469 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Forum Financial Management first reported a position in SSII in Q2 2025 and has held it in 6 quarters since. The position peaked at $348K in Q3 2025. 19 funds tracked by Wall St. Rank hold SSII as of Q3 2026.

Forum Financial Management held 38,469 shares of SS Innovations International worth $115K as of Q3 2026.
Forum Financial Management left its SS Innovations International share count unchanged in Q3 2026.
SS Innovations International made up ﹤0.01% of Forum Financial Management's portfolio in Q3 2026, its #325 holding.
Forum Financial Management first reported a position in SS Innovations International in Q2 2025 and has held it in 6 quarters since.
Forum Financial Management's SS Innovations International position peaked at $348K in Q3 2025.
19 funds tracked by Wall St. Rank held SS Innovations International as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.