Fortitude Family Office’s Forrester Research FORR Stock Holding History

Fortitude Family Office’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 Q3	$1.2K	Sell	104 -19	-15%	-$211	﹤0.01%	2180
2026 Q2	$1.03K	Buy	+123	New	+$803	﹤0.01%	1747
2026 Q1	–	Sell	-132	Closed	-$1.07K	–	1954
2025 Q4	$1.07K	Sell	132 -71	-35%	-$558	﹤0.01%	1419
2025 Q3	$2.15K	Buy	203 +156	+332%	+$1.58K	﹤0.01%	1185
2025 Q2	$465	Buy	+47	New	+$468	﹤0.01%	1850

Other funds holding FORR

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's FORR Position: Q3 2026 in Review

Fortitude Family Office reduced its Forrester Research (FORR) stake by 15% in Q3 2026, selling an estimated $211 and leaving 104 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Fortitude Family Office first reported a position in FORR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15K in Q3 2025. 6 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

Fortitude Family Office held 104 shares of Forrester Research worth $1.2K as of Q3 2026.
Fortitude Family Office sold 19 Forrester Research shares in Q3 2026, an estimated $211.
Forrester Research made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2180 holding.
Fortitude Family Office first reported a position in Forrester Research in Q2 2025 and has held it in 5 quarters since.
Fortitude Family Office's Forrester Research position peaked at $2.15K in Q3 2025.
6 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.