GIA
FORTY

GHP Investment Advisors’s Formula Systems FORTY Stock Holding History

GHP Investment Advisors’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$787K Hold
7,716
– – 0.03% 290
2026
Q1 		$851K Hold
7,716
– – 0.04% 288
2025
Q4 		$1.29M Hold
7,716
– – 0.05% 264
2025
Q3 		$1.08M Buy
7,716
+755
+11% +$97.5K 0.05% 272
2025
Q2 		$889K Hold
6,961
– – 0.04% 274
2025
Q1 		$606K Hold
6,961
– – 0.03% 288
2024
Q4 		$565K Hold
6,961
– – 0.03% 294
2024
Q3 		$557K Hold
6,961
– – 0.03% 298
2024
Q2 		$482K Hold
6,961
– – 0.02% 299
2024
Q1 		$538K Hold
6,961
– – 0.03% 305
2023
Q4 		$466K Hold
6,961
– – 0.03% 313
2023
Q3 		$439K Hold
6,961
– – 0.03% 311
2023
Q2 		$546K Hold
6,961
– – 0.03% 301
2023
Q1 		$457K Hold
6,961
– – 0.03% 307
2022
Q4 		$493K Hold
6,961
– – 0.03% 305
2022
Q3 		$573K Hold
6,961
– – 0.04% 282
2022
Q2 		$646K Hold
6,961
– – 0.05% 275
2022
Q1 		$701K Hold
6,961
– – 0.05% 270
2021
Q4 		$863K Hold
6,961
– – 0.06% 223
2021
Q3 		$683K Hold
6,961
– – 0.05% 219
2021
Q2 		$626K Hold
6,961
– – 0.05% 222
2021
Q1 		$618K Hold
6,961
– – 0.05% 220
2020
Q4 		$595K Hold
6,961
– – 0.06% 209
2020
Q3 		$578K Hold
6,961
– – 0.07% 210
2020
Q2 		$524K Hold
6,961
– – 0.07% 218
2020
Q1 		$372K Hold
6,961
– – 0.06% 234
2019
Q4 		$467K Buy
6,961
+1,501
+27% +$101K 0.05% 241
2019
Q3 		$343K Buy
+5,460
New +$318K 0.04% 257

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GHP Investment Advisors's FORTY Position: Q2 2026 in Review

GHP Investment Advisors held its Formula Systems (FORTY) position steady in Q2 2026 at 7,716 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #290.

GHP Investment Advisors first reported a position in FORTY in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.29M in Q4 2025. 13 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • GHP Investment Advisors held 7,716 shares of Formula Systems worth $787K as of Q2 2026.
  • GHP Investment Advisors left its Formula Systems share count unchanged in Q2 2026.
  • Formula Systems made up 0.03% of GHP Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • GHP Investment Advisors first reported a position in Formula Systems in Q3 2019 and has held it in 28 quarters since.
  • GHP Investment Advisors's Formula Systems position peaked at $1.29M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.