MCM
FORA

MAI Capital Management’s Forian FORA Stock Holding History

MAI Capital Management’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$1.13K – 4401
2025
Q3 		$1.13K Hold
500
– – ﹤0.01% 3472
2025
Q2 		$980 Hold
500
– – ﹤0.01% 3625
2025
Q1 		$1K Hold
500
– – ﹤0.01% 3132
2024
Q4 		$1.03K Buy
+500
New +$1.04K ﹤0.01% 3185

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return

MAI Capital Management's FORA Position: Q4 2025 in Review

MAI Capital Management sold out of Forian (FORA) in Q4 2025, closing a stake of 500 shares — an estimated $1.13K sold.

MAI Capital Management first reported a position in FORA in Q4 2024 and held it in 4 quarters. The position peaked at $1.13K in Q3 2025. 30 funds tracked by Wall St. Rank hold FORA as of Q4 2025.

  • MAI Capital Management reported no remaining Forian position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 500 Forian shares in Q4 2025, an estimated $1.13K.
  • MAI Capital Management first reported a position in Forian in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's Forian position peaked at $1.13K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Forian as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.