Portland Global Advisors’s Forian FORA Stock Holding History

Portland Global Advisors’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
2026 Q2	–	Sell	-25,000	Closed	-$51.8K	–	156
2026 Q1	$51.8K	Hold	25,000	–	–	0.01%	146
2025 Q4	$53K	Hold	25,000	–	–	0.01%	150
2025 Q3	$56.3K	Buy	+25,000	New	+$51K	0.01%	146

Other funds holding FORA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Portland Global Advisors's FORA Position: Q2 2026 in Review

Portland Global Advisors sold out of Forian (FORA) in Q2 2026, closing a stake of 25,000 shares — an estimated $51.8K sold.

Portland Global Advisors first reported a position in FORA in Q3 2025 and held it in 3 quarters. The position peaked at $56.3K in Q3 2025. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.

Portland Global Advisors reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
Portland Global Advisors sold 25,000 Forian shares in Q2 2026, an estimated $51.8K.
Portland Global Advisors first reported a position in Forian in Q3 2025 and held it in 3 quarters.
Portland Global Advisors's Forian position peaked at $56.3K in Q3 2025.
1 fund tracked by Wall St. Rank held Forian as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.