Forum Financial Management’s XPEL XPEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,642	Closed	-$545K	–	945
2024 Q4	$545K	Sell	13,642 -287	-2%	-$12.3K	0.01%	351
2024 Q3	$604K	Hold	13,929	–	–	0.01%	278
2024 Q2	$495K	Hold	13,929	–	–	0.01%	307
2024 Q1	$752K	Hold	13,929	–	–	0.01%	237
2023 Q4	$750K	Buy	13,929 +1,365	+11%	+$73.3K	0.01%	201
2023 Q3	$969K	Buy	12,564 +936	+8%	+$75.2K	0.02%	166
2023 Q2	$979K	Buy	11,628 +2,095	+22%	+$155K	0.02%	163
2023 Q1	$648K	Buy	9,533 +1,729	+22%	+$122K	0.02%	210
2022 Q4	$469K	Hold	7,804	–	–	0.02%	265
2022 Q3	$503K	Hold	7,804	–	–	0.02%	219
2022 Q2	$358K	Buy	7,804 +1,441	+23%	+$68K	0.02%	305
2022 Q1	$334K	Buy	+6,363	New	+$393K	0.02%	347

Other funds holding XPEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $1.03B AUM 19.83% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return