Osaic Holdings
FORTY

Osaic Holdings’s Formula Systems FORTY Stock Holding History

Osaic Holdings’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 		$714 Buy
7
+2
+40% +$257 ﹤0.01% 7573
2026
Q1 		$551 Hold
5
– – ﹤0.01% 7415
2025
Q4 		$837 Sell
5
-2
-29% -$308 ﹤0.01% 7320
2025
Q3 		$982 Sell
7
-6
-46% -$775 ﹤0.01% 7360
2025
Q2 		$1.66K Buy
13
+10
+333% +$964 ﹤0.01% 6993
2025
Q1 		$261 Buy
3
+1
+50% +$93 ﹤0.01% 7128
2024
Q4 		$162 Buy
+2
New +$168 ﹤0.01% 7188

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

Osaic Holdings's FORTY Position: Q2 2026 in Review

Osaic Holdings increased its Formula Systems (FORTY) stake by 40% in Q2 2026, buying an estimated $257 and bringing the position to 7 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #7573.

Osaic Holdings first reported a position in FORTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66K in Q2 2025. 13 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • Osaic Holdings held 7 shares of Formula Systems worth $714 as of Q2 2026.
  • Osaic Holdings bought 2 Formula Systems shares in Q2 2026, an estimated $257.
  • Formula Systems made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7573 holding.
  • Osaic Holdings first reported a position in Formula Systems in Q4 2024 and has held it in 7 quarters since.
  • Osaic Holdings's Formula Systems position peaked at $1.66K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.