EWA
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EverSource Wealth Advisors’s Forrester Research FORR Stock Holding History

EverSource Wealth 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 		$3.63K Buy
432
+257
+147% +$1.68K ﹤0.01% 3444
2026
Q1 		$990 Buy
175
+66
+61% +$451 ﹤0.01% 3855
2025
Q4 		$885 Sell
109
-133
-55% -$1.04K ﹤0.01% 3738
2025
Q3 		$2.56K Sell
242
-721
-75% -$7.3K ﹤0.01% 3441
2025
Q2 		$9.53K Buy
+963
New +$9.58K ﹤0.01% 2837
2024
Q4 		– Sell
-100
Closed -$1.8K – 3773
2024
Q3 		$1.8K Hold
100
– – ﹤0.01% 2577
2024
Q2 		$2.02K Buy
+100
New +$1.84K ﹤0.01% 2545

Other funds holding FORR

KIM
Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

EverSource Wealth Advisors's FORR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Forrester Research (FORR) stake by 147% in Q2 2026, buying an estimated $1.68K and bringing the position to 432 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

EverSource Wealth Advisors first reported a position in FORR in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.53K in Q2 2025. 14 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • EverSource Wealth Advisors held 432 shares of Forrester Research worth $3.63K as of Q2 2026.
  • EverSource Wealth Advisors bought 257 Forrester Research shares in Q2 2026, an estimated $1.68K.
  • Forrester Research made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3444 holding.
  • EverSource Wealth Advisors first reported a position in Forrester Research in Q2 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Forrester Research position peaked at $9.53K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.