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Avion Wealth’s Forrester Research FORR Stock Holding History

Avion Wealth’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-54
Closed – – 1368
2025
Q4 		$0 Sell
54
-192
-78% -$1.51K ﹤0.01% 1354
2025
Q3 		$2K Buy
246
+29
+13% +$294 ﹤0.01% 854
2025
Q2 		$2K Buy
+217
New +$2.16K ﹤0.01% 806

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Avion Wealth's FORR Position: Q1 2026 in Review

Avion Wealth sold out of Forrester Research (FORR) in Q1 2026, closing a stake of 54 shares.

Avion Wealth first reported a position in FORR in Q2 2025 and held it in 3 quarters. The position peaked at $2K in Q3 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Avion Wealth reported no remaining Forrester Research position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 54 Forrester Research shares in Q1 2026.
  • Avion Wealth first reported a position in Forrester Research in Q2 2025 and held it in 3 quarters.
  • Avion Wealth's Forrester Research position peaked at $2K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.