Clearstead Advisors’s Forrester Research FORR Stock Holding History

Clearstead Advisors’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 Q2	$17	Buy	+2	New	+$13	﹤0.01%	3595
2026 Q1	–	Sell	-2	Closed	-$17	–	2468
2025 Q4	$17	Sell	2 -74	-97%	-$581	﹤0.01%	2699
2025 Q3	$806	Buy	76 +23	+43%	+$233	﹤0.01%	2656
2025 Q2	$525	Buy	+53	New	+$527	﹤0.01%	2485

Other funds holding FORR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Clearstead Advisors's FORR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Forrester Research (FORR) in Q2 2026: 2 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #3595 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FORR as recently as Q4 2025.

Clearstead Advisors first reported a position in FORR in Q2 2025 and has held it in 4 quarters since. The position peaked at $806 in Q3 2025. 23 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Clearstead Advisors held 2 shares of Forrester Research worth $17 as of Q2 2026.
Forrester Research was a new Clearstead Advisors position in Q2 2026.
Forrester Research made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3595 holding.
Clearstead Advisors first reported a position in Forrester Research in Q2 2025 and has held it in 4 quarters since.
Clearstead Advisors's Forrester Research position peaked at $806 in Q3 2025.
23 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.