Carson Wealth (CWM LLC)
FORR icon

Carson Wealth (CWM LLC)’s Forrester Research FORR Stock Holding History

Carson Wealth (CWM LLC)’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 		$52.8K Buy
9,329
+3,877
+71% +$26.5K ﹤0.01% 3782
2025
Q4 		$44K Sell
5,452
-2,993
-35% -$23.5K ﹤0.01% 3694
2025
Q3 		$90K Buy
8,445
+4,201
+99% +$42.6K ﹤0.01% 3064
2025
Q2 		$42K Buy
4,244
+3,126
+280% +$31.1K ﹤0.01% 3412
2025
Q1 		$10K Buy
1,118
+605
+118% +$7.7K ﹤0.01% 4101
2024
Q4 		$8K Sell
513
-407
-44% -$6.56K ﹤0.01% 3986
2024
Q3 		$17K Buy
920
+330
+56% +$6.02K ﹤0.01% 3454
2024
Q2 		$10K Buy
590
+18
+3% +$331 ﹤0.01% 3538
2024
Q1 		$12K Buy
572
+415
+264% +$9.41K ﹤0.01% 3224
2023
Q4 		$4K Buy
157
+42
+37% +$1.09K ﹤0.01% 3596
2023
Q3 		$3K Hold
115
– – ﹤0.01% 3664
2023
Q2 		$3K Buy
115
+100
+667% +$2.97K ﹤0.01% 3636
2023
Q1 		$0 Sell
15
-48
-76% -$1.66K ﹤0.01% 4148
2022
Q4 		$2K Buy
63
+4
+7% +$146 ﹤0.01% 3544
2022
Q3 		$2K Buy
+59
New +$2.53K ﹤0.01% 3456
2019
Q1 		– Sell
-48
Closed -$2K – 3057
2018
Q4 		$2K Hold
48
– – ﹤0.01% 1750
2018
Q3 		$2K Hold
48
– – ﹤0.01% 1519
2018
Q2 		$2K Buy
+48
New +$2.06K ﹤0.01% 1372

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 $36.1B AUM 11.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 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
ACH
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

Carson Wealth (CWM LLC)'s FORR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Forrester Research (FORR) stake by 71% in Q1 2026, buying an estimated $26.5K and bringing the position to 9,329 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3782.

Carson Wealth (CWM LLC) first reported a position in FORR in Q2 2018 and has held it in 18 quarters since. The position peaked at $90K in Q3 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,329 shares of Forrester Research worth $52.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,877 Forrester Research shares in Q1 2026, an estimated $26.5K.
  • Forrester Research made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3782 holding.
  • Carson Wealth (CWM LLC) first reported a position in Forrester Research in Q2 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Forrester Research position peaked at $90K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.