GHP Investment Advisors’s Formula Systems FORTY Stock Holding History
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
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. 4 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.
- 4 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.