Morgan Stanley
FORR icon

Morgan Stanley’s Forrester Research FORR Stock Holding History

Morgan Stanley’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
Q1 		$578K Sell
102,073
-24,822
-20% -$170K ﹤0.01% 5419
2025
Q4 		$1.03M Sell
126,895
-67,008
-35% -$526K ﹤0.01% 5173
2025
Q3 		$2.06M Buy
193,903
+22,270
+13% +$226K ﹤0.01% 4764
2025
Q2 		$1.7M Buy
171,633
+64,959
+61% +$646K ﹤0.01% 4809
2025
Q1 		$986K Buy
106,674
+24,837
+30% +$316K ﹤0.01% 5010
2024
Q4 		$1.28M Sell
81,837
-26,824
-25% -$432K ﹤0.01% 4960
2024
Q3 		$1.96M Sell
108,661
-3,328
-3% -$60.7K ﹤0.01% 4669
2024
Q2 		$1.91M Sell
111,989
-69,904
-38% -$1.28M ﹤0.01% 4599
2024
Q1 		$3.92M Sell
181,893
-141,241
-44% -$3.2M ﹤0.01% 4107
2023
Q4 		$8.66M Buy
323,134
+171,319
+113% +$4.46M ﹤0.01% 4029
2023
Q3 		$4.39M Buy
151,815
+5,951
+4% +$183K ﹤0.01% 3852
2023
Q2 		$4.24M Buy
145,864
+29,822
+26% +$887K ﹤0.01% 3897
2023
Q1 		$3.75M Sell
116,042
-6,111
-5% -$212K ﹤0.01% 4016
2022
Q4 		$4.37M Sell
122,153
-10,652
-8% -$390K ﹤0.01% 3873
2022
Q3 		$4.78M Buy
132,805
+13,229
+11% +$568K ﹤0.01% 3739
2022
Q2 		$5.72M Buy
119,576
+65,350
+121% +$3.39M ﹤0.01% 3636
2022
Q1 		$3.06M Sell
54,226
-15,454
-22% -$833K ﹤0.01% 4181
2021
Q4 		$4.09M Sell
69,680
-32,483
-32% -$1.81M ﹤0.01% 3925
2021
Q3 		$5.03M Buy
102,163
+63,167
+162% +$2.96M ﹤0.01% 3694
2021
Q2 		$1.79M Buy
38,996
+13,035
+50% +$562K ﹤0.01% 4718
2021
Q1 		$1.1M Sell
25,961
-7,854
-23% -$341K ﹤0.01% 4661
2020
Q4 		$1.42M Buy
33,815
+7,286
+27% +$291K ﹤0.01% 4430
2020
Q3 		$870K Sell
26,529
-1,787
-6% -$61.1K ﹤0.01% 4316
2020
Q2 		$907K Buy
28,316
+1,535
+6% +$48.7K ﹤0.01% 4246
2020
Q1 		$783K Sell
26,781
-79,099
-75% -$3.01M ﹤0.01% 4113
2019
Q4 		$4.41M Buy
105,880
+6,740
+7% +$251K ﹤0.01% 3328
2019
Q3 		$3.19M Buy
99,140
+49,348
+99% +$1.95M ﹤0.01% 3357
2019
Q2 		$2.34M Buy
49,792
+31,646
+174% +$1.52M ﹤0.01% 3657
2019
Q1 		$878K Sell
18,146
-71,909
-80% -$3.35M ﹤0.01% 4200
2018
Q4 		$4.03M Buy
90,055
+34,162
+61% +$1.46M ﹤0.01% 3139
2018
Q3 		$2.56M Buy
55,893
+3,332
+6% +$153K ﹤0.01% 3800
2018
Q2 		$2.21M Sell
52,561
-59,508
-53% -$2.55M ﹤0.01% 3984
2018
Q1 		$4.65M Sell
112,069
-17,503
-14% -$747K ﹤0.01% 3103
2017
Q4 		$5.73M Buy
129,572
+26,630
+26% +$1.19M ﹤0.01% 2964
2017
Q3 		$4.31M Buy
102,942
+10,255
+11% +$413K ﹤0.01% 3120
2017
Q2 		$3.63M Buy
92,687
+16,682
+22% +$660K ﹤0.01% 3223
2017
Q1 		$3.02M Sell
76,005
-40,844
-35% -$1.6M ﹤0.01% 3424
2016
Q4 		$5.02M Buy
116,849
+9,264
+9% +$368K ﹤0.01% 2987
2016
Q3 		$4.18M Buy
107,585
+30,171
+39% +$1.19M ﹤0.01% 2836
2016
Q2 		$2.85M Sell
77,414
-8,627
-10% -$308K ﹤0.01% 3128
2016
Q1 		$2.89M Sell
86,041
-6,585
-7% -$203K ﹤0.01% 3031
2015
Q4 		$2.64M Buy
92,626
+91,187
+6,337% +$2.84M ﹤0.01% 3245
2015
Q3 		$45K Sell
1,439
-3,382
-70% -$112K ﹤0.01% 5774
2015
Q2 		$174K Sell
4,821
-42,745
-90% -$1.51M ﹤0.01% 5312
2015
Q1 		$1.75M Buy
47,566
+39,845
+516% +$1.49M ﹤0.01% 3701
2014
Q4 		$303K Buy
7,721
+1,946
+34% +$77.2K ﹤0.01% 5001
2014
Q3 		$213K Sell
5,775
-7,631
-57% -$292K ﹤0.01% 5110
2014
Q2 		$508K Sell
13,406
-44,045
-77% -$1.61M ﹤0.01% 4560
2014
Q1 		$2.06M Buy
57,451
+44,043
+328% +$1.64M ﹤0.01% 3391
2013
Q4 		$513K Sell
13,408
-12,631
-49% -$483K ﹤0.01% 4430
2013
Q3 		$957K Sell
26,039
-15,078
-37% -$534K ﹤0.01% 3820
2013
Q2 		$1.51M Buy
+41,117
New +$1.47M ﹤0.01% 3372

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley's FORR Position: Q1 2026 in Review

Morgan Stanley reduced its Forrester Research (FORR) stake by 20% in Q1 2026, selling an estimated $170K and leaving 102,073 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #5419.

Morgan Stanley first reported a position in FORR in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.66M in Q4 2023. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Morgan Stanley held 102,073 shares of Forrester Research worth $578K as of Q1 2026.
  • Morgan Stanley sold 24,822 Forrester Research shares in Q1 2026, an estimated $170K.
  • Forrester Research made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5419 holding.
  • Morgan Stanley first reported a position in Forrester Research in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Forrester Research position peaked at $8.66M in Q4 2023.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.