UBS Group’s Forian FORA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,015
| Closed | -$2.1K | – | 10638 |
|
|
2026
Q1 | $2.1K | Buy |
1,015
+844
| +494% | +$1.76K | ﹤0.01% | 9357 |
|
|
2025
Q4 | $362 | Sell |
171
-13,606
| -99% | -$29.8K | ﹤0.01% | 10004 |
|
|
2025
Q3 | $31K | Buy |
13,777
+12,900
| +1,471% | +$26.3K | ﹤0.01% | 7879 |
|
|
2025
Q2 | $1.72K | Buy |
877
+826
| +1,620% | +$1.67K | ﹤0.01% | 9576 |
|
|
2025
Q1 | $102 | Sell |
51
-355
| -87% | -$791 | ﹤0.01% | 9944 |
|
|
2024
Q4 | $836 | Sell |
406
-2,999
| -88% | -$6.22K | ﹤0.01% | 9368 |
|
|
2024
Q3 | $7.36K | Sell |
3,405
-4,496
| -57% | -$10.9K | ﹤0.01% | 7910 |
|
|
2024
Q2 | $20.9K | Buy |
7,901
+2,594
| +49% | +$7.04K | ﹤0.01% | 7275 |
|
|
2024
Q1 | $17.6K | Buy |
5,307
+4,299
| +426% | +$12.5K | ﹤0.01% | 6979 |
|
|
2023
Q4 | $2.95K | Buy |
1,008
+867
| +615% | +$2.23K | ﹤0.01% | 8030 |
|
|
2023
Q3 | $315 | Buy |
141
+90
| +176% | +$224 | ﹤0.01% | 8590 |
|
|
2023
Q2 | $125 | Hold |
51
| – | – | ﹤0.01% | 8473 |
|
|
2023
Q1 | $194 | Sell |
51
-1,492
| -97% | -$5.19K | ﹤0.01% | 9142 |
|
|
2022
Q4 | $4.21K | Sell |
1,543
-1,022
| -40% | -$3.12K | ﹤0.01% | 9364 |
|
|
2022
Q3 | $8K | Buy |
2,565
+2,020
| +371% | +$8.91K | ﹤0.01% | 8709 |
|
|
2022
Q2 | $2K | Sell |
545
-3,550
| -87% | -$13.7K | ﹤0.01% | 9550 |
|
|
2022
Q1 | $28K | Sell |
4,095
-2,886
| -41% | -$21.3K | ﹤0.01% | 7067 |
|
|
2021
Q4 | $63K | Buy |
+6,981
| New | +$66.8K | ﹤0.01% | 6706 |
|
|
2021
Q3 | – | Sell |
-1,060
| Closed | -$13K | – | 9721 |
|
|
2021
Q2 | $13K | Sell |
1,060
-9
| -0.8% | -$103 | ﹤0.01% | 7780 |
|
|
2021
Q1 | $11K | Buy |
+1,069
| New | +$13.7K | ﹤0.01% | 7855 |
|
Other funds holding FORA
UBS Group's FORA Position: Q2 2026 in Review
UBS Group sold out of Forian (FORA) in Q2 2026, closing a stake of 1,015 shares — an estimated $2.1K sold.
UBS Group first reported a position in FORA in Q1 2021 and held it in 20 quarters. The position peaked at $63K in Q4 2021. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.
- UBS Group reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 1,015 Forian shares in Q2 2026, an estimated $2.1K.
- UBS Group first reported a position in Forian in Q1 2021 and held it in 20 quarters.
- UBS Group's Forian position peaked at $63K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Forian as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.