MassMutual Private Wealth & Trust’s Forrester Research FORR Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q4	–	Sell	-112	Closed	-$1.19K	–	2398
2025 Q3	$1.19K	Buy	112 +32	+40%	+$324	﹤0.01%	2115
2025 Q2	$792	Buy	+80	New	+$796	﹤0.01%	2163
2024 Q4	–	Sell	-14	Closed	-$252	–	2319
2024 Q3	$252	Buy	+14	New	+$255	﹤0.01%	2072
2024 Q2	–	Sell	-9	Closed	-$194	–	2168
2024 Q1	$194	Buy	+9	New	+$204	﹤0.01%	1999
2023 Q2	–	Sell	-63	Closed	-$2.04K	–	1948
2023 Q1	$2.04K	Buy	+63	New	+$2.18K	﹤0.01%	1418

Other funds holding FORR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's FORR Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Forrester Research (FORR) in Q4 2025, closing a stake of 112 shares — an estimated $1.19K sold.

MassMutual Private Wealth & Trust first reported a position in FORR in Q1 2023 and held it in 5 quarters. The position peaked at $2.04K in Q1 2023. 109 funds tracked by Wall St. Rank hold FORR as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining Forrester Research position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 112 Forrester Research shares in Q4 2025, an estimated $1.19K.
MassMutual Private Wealth & Trust first reported a position in Forrester Research in Q1 2023 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Forrester Research position peaked at $2.04K in Q1 2023.
109 funds tracked by Wall St. Rank held Forrester Research as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.