Integrated Wealth Concepts’s Forrester Research FORR Stock Holding History

Integrated Wealth Concepts’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	$9.73K	Buy	+1,157	New	+$7.56K	﹤0.01%	4578

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 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 Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Integrated Wealth Concepts's FORR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Forrester Research (FORR) in Q2 2026: 1,157 shares worth $9.73K. The stake represents ﹤0.01% of the portfolio and ranks #4578 among its holdings.

98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Integrated Wealth Concepts held 1,157 shares of Forrester Research worth $9.73K as of Q2 2026.
Forrester Research was a new Integrated Wealth Concepts position in Q2 2026.
Forrester Research made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4578 holding.
98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

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