GI
FORR icon

GAMMA Investing’s Forrester Research FORR Stock Holding History

GAMMA Investing’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 		$12.7K Buy
1,507
+423
+39% +$2.76K ﹤0.01% 3086
2026
Q1 		$6.13K Sell
1,084
-2,605
-71% -$17.8K ﹤0.01% 3294
2025
Q4 		$30K Buy
3,689
+623
+20% +$4.89K ﹤0.01% 2393
2025
Q3 		$32.5K Buy
3,066
+2,952
+2,589% +$29.9K ﹤0.01% 2262
2025
Q2 		$1.13K Sell
114
-27
-19% -$269 ﹤0.01% 3516
2025
Q1 		$1.3K Buy
+141
New +$1.79K ﹤0.01% 3506
2024
Q4 		– Sell
-71
Closed -$1.28K – 3794
2024
Q3 		$1.28K Buy
71
+15
+27% +$274 ﹤0.01% 3192
2024
Q2 		$956 Sell
56
-282
-83% -$5.18K ﹤0.01% 3067
2024
Q1 		$7.29K Buy
338
+308
+1,027% +$6.99K ﹤0.01% 2220
2023
Q4 		$764 Buy
+30
New +$781 ﹤0.01% 2869

Other funds holding FORR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

GAMMA Investing's FORR Position: Q2 2026 in Review

GAMMA Investing increased its Forrester Research (FORR) stake by 39% in Q2 2026, buying an estimated $2.76K and bringing the position to 1,507 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

GAMMA Investing first reported a position in FORR in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.5K in Q3 2025. 11 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • GAMMA Investing held 1,507 shares of Forrester Research worth $12.7K as of Q2 2026.
  • GAMMA Investing bought 423 Forrester Research shares in Q2 2026, an estimated $2.76K.
  • Forrester Research made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3086 holding.
  • GAMMA Investing first reported a position in Forrester Research in Q4 2023 and has held it in 10 quarters since.
  • GAMMA Investing's Forrester Research position peaked at $32.5K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.