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Forum Financial Management’s Vodafone VOD Stock Holding History

Forum Financial Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,484
Closed -$271K – 974
2025
Q4 		$271K Hold
20,484
– – ﹤0.01% 804
2025
Q3 		$238K Hold
20,484
– – ﹤0.01% 864
2025
Q2 		$218K Sell
20,484
-6,501
-24% -$62.9K ﹤0.01% 863
2025
Q1 		$253K Sell
26,985
-53
-0.2% -$465 ﹤0.01% 688
2024
Q4 		$230K Buy
27,038
+6,987
+35% +$63.6K ﹤0.01% 774
2024
Q3 		$201K Hold
20,051
– – ﹤0.01% 724
2024
Q2 		$178K Buy
+20,051
New +$179K ﹤0.01% 681
2023
Q4 		– Sell
-12,533
Closed -$119K – 725
2023
Q3 		$119K Sell
12,533
-119
-0.9% -$1.13K ﹤0.01% 616
2023
Q2 		$120K Sell
12,652
-907
-7% -$9.53K ﹤0.01% 635
2023
Q1 		$150K Sell
13,559
-3,689
-21% -$42K ﹤0.01% 588
2022
Q4 		$175K Buy
17,248
+333
+2% +$3.74K 0.01% 556
2022
Q3 		$192K Hold
16,915
– – 0.01% 499
2022
Q2 		$264K Sell
16,915
-170
-1% -$2.71K 0.01% 407
2022
Q1 		$283K Sell
17,085
-151
-0.9% -$2.57K 0.01% 419
2021
Q4 		$257K Buy
+17,236
New +$263K 0.01% 490

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Forum Financial Management sold out of Vodafone (VOD) in Q1 2026, closing a stake of 20,484 shares — an estimated $271K sold.

Forum Financial Management first reported a position in VOD in Q4 2021 and held it in 15 quarters. The position peaked at $283K in Q1 2022. 553 funds tracked by Wall St. Rank hold VOD as of Q1 2026.

  • Forum Financial Management reported no remaining Vodafone position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 20,484 Vodafone shares in Q1 2026, an estimated $271K.
  • Forum Financial Management first reported a position in Vodafone in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Vodafone position peaked at $283K in Q1 2022.
  • 553 funds tracked by Wall St. Rank held Vodafone as of Q1 2026.

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