Ritholtz Wealth Management
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Ritholtz Wealth Management’s Forum Energy Technologies FET Stock Holding History

Ritholtz Wealth Management’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.17M Sell
51,530
-1,904
-4% -$135K 0.06% 234
2026
Q2 		$2.68M Sell
53,434
-861
-2% -$48K 0.04% 340
2026
Q1 		$3.18M Buy
54,295
+21,940
+68% +$1.11M 0.06% 257
2025
Q4 		$1.2M Buy
+32,355
New +$1M 0.02% 463

Other funds holding FET

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ritholtz Wealth Management's FET Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Forum Energy Technologies (FET) stake by 3.6% in Q3 2026, selling an estimated $135K and leaving 51,530 shares worth $4.17M. The position accounts for 0.06% of the portfolio, ranked #234.

Ritholtz Wealth Management first reported a position in FET in Q4 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold FET as of Q3 2026.

  • Ritholtz Wealth Management held 51,530 shares of Forum Energy Technologies worth $4.17M as of Q3 2026.
  • Ritholtz Wealth Management sold 1,904 Forum Energy Technologies shares in Q3 2026, an estimated $135K.
  • Forum Energy Technologies made up 0.06% of Ritholtz Wealth Management's portfolio in Q3 2026, its #234 holding.
  • Ritholtz Wealth Management first reported a position in Forum Energy Technologies in Q4 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.