Forsta Ap-Fonden Q2 2026 Investment Activity: Significant AECOM Sale Observed
Forsta Ap-Fonden's portfolio for the second quarter of 2026 shows a major change with the sale of its entire position in AECOM.
As reported on InsiderSet, Forsta Ap-Fonden's portfolio holdings for the period ending June 30, 2026 (Q2 2026) reflect a significant shift. The data indicates that this institutional investor held only one stock during Q2: AECOM.
The most notable change observed in Forsta Ap-Fonden's portfolio for the second quarter was a large sale of shares in AECOM (ACM). According to the filing, they sold -77099 shares of AECOM during this period. This represents a 100% reduction in their position, effectively exiting the stock entirely.
Forsta Ap-Fonden's portfolio for Q2 was characterized by extreme concentration. Their single holding accounted for 100% of the total portfolio value, indicating that they held no other stocks during this quarter. The top holdings list and sector allocation data both confirm AECOM as their sole investment.
The investor's activity report highlights a change in position regarding AECOM. The portfolio percentage allocation for this stock dropped from 100% to effectively zero, reflecting the complete divestment. This significant reduction aligns with the large sell transaction noted.
Furthermore, the filing explicitly states that Forsta Ap-Fonden has a history of selling stocks in their portfolio. The indicator 'has_large_sells' is marked as true for this period, and they have previously sold substantial positions or exited holdings entirely.
In summary, during Q2 2026, Forsta Ap-Fonden executed one major transaction: the complete sale of its position in AECOM. There were no purchases reported for any stocks, nor were there any other changes to their portfolio besides this exit from AECOM. Their investment strategy appears focused on making decisive exits rather than initiating new positions during the quarter.