Corient Private Wealth
FORR icon

Corient Private Wealth’s Forrester Research FORR Stock Holding History

Corient Private 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
Q2 		$92.9K Buy
+11,048
New +$72.2K ﹤0.01% 2946
2026
Q1 		– Sell
-11,442
Closed -$92.9K – 2889
2025
Q4 		$92.9K Buy
+11,442
New +$89.9K ﹤0.01% 2559

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
NCM
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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Corient Private Wealth's FORR Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Forrester Research (FORR) in Q2 2026: 11,048 shares worth $92.9K. The stake represents ﹤0.01% of the portfolio and ranks #2946 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FORR as recently as Q4 2025.

Corient Private Wealth first reported a position in FORR in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Corient Private Wealth held 11,048 shares of Forrester Research worth $92.9K as of Q2 2026.
  • Forrester Research was a new Corient Private Wealth position in Q2 2026.
  • Forrester Research made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2946 holding.
  • Corient Private Wealth first reported a position in Forrester Research in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.