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Forum Financial Management’s Wynn Resorts WYNN Stock Holding History

Forum Financial Management’s Portfolio WYNN Stock Details WYNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,960
Closed -$236K – 1001
2025
Q4 		$236K Hold
1,960
– – ﹤0.01% 876
2025
Q3 		$251K Buy
+1,960
New +$226K ﹤0.01% 832

Other funds holding WYNN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Forum Financial Management sold out of Wynn Resorts (WYNN) in Q1 2026, closing a stake of 1,960 shares — an estimated $236K sold.

Forum Financial Management first reported a position in WYNN in Q3 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 511 funds tracked by Wall St. Rank hold WYNN as of Q1 2026.

  • Forum Financial Management reported no remaining Wynn Resorts position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,960 Wynn Resorts shares in Q1 2026, an estimated $236K.
  • Forum Financial Management first reported a position in Wynn Resorts in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Wynn Resorts position peaked at $251K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Wynn Resorts as of Q1 2026.

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