Forum Financial Management’s VirnetX Holding Corp VHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$220K	Hold	17,321	–	–	﹤0.01%	314
2026 Q1	$244K	Hold	17,321	–	–	﹤0.01%	282
2025 Q4	$289K	Hold	17,321	–	–	﹤0.01%	767
2025 Q3	$312K	Hold	17,321	–	–	﹤0.01%	716
2025 Q2	$188K	Hold	17,321	–	–	﹤0.01%	915
2025 Q1	$128K	Hold	17,321	–	–	﹤0.01%	840
2024 Q4	$136K	Hold	17,321	–	–	﹤0.01%	865
2024 Q3	$122K	Hold	17,321	–	–	﹤0.01%	745
2024 Q2	$118K	Sell	17,321 -625	-3%	-$3.16K	﹤0.01%	695
2024 Q1	$114K	Hold	17,946	–	–	﹤0.01%	728
2023 Q4	$126K	Buy	+17,946	New	+$115K	﹤0.01%	668
2023 Q3	–	Sell	-17,947	Closed	-$167K	–	677
2023 Q2	$167K	Buy	+17,947	New	+$220K	﹤0.01%	624

Other funds holding VHC

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's VHC Position: Q2 2026 in Review

Forum Financial Management held its VirnetX Holding Corp (VHC) position steady in Q2 2026 at 17,321 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Forum Financial Management first reported a position in VHC in Q2 2023 and has held it in 12 quarters since. The position peaked at $312K in Q3 2025. 30 funds tracked by Wall St. Rank hold VHC as of Q2 2026.

Forum Financial Management held 17,321 shares of VirnetX Holding Corp worth $220K as of Q2 2026.
Forum Financial Management left its VirnetX Holding Corp share count unchanged in Q2 2026.
VirnetX Holding Corp made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #314 holding.
Forum Financial Management first reported a position in VirnetX Holding Corp in Q2 2023 and has held it in 12 quarters since.
Forum Financial Management's VirnetX Holding Corp position peaked at $312K in Q3 2025.
30 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.