Physician Wealth Advisors’s Forrester Research FORR Stock Holding History

Physician Wealth Advisors’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	$1.49K	Hold	177	–	–	﹤0.01%	1636
2026 Q1	$1K	Buy	+177	New	+$1.21K	﹤0.01%	1692

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

Physician Wealth Advisors's FORR Position: Q2 2026 in Review

Physician Wealth Advisors held its Forrester Research (FORR) position steady in Q2 2026 at 177 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Physician Wealth Advisors first reported a position in FORR in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

Physician Wealth Advisors held 177 shares of Forrester Research worth $1.49K as of Q2 2026.
Physician Wealth Advisors left its Forrester Research share count unchanged in Q2 2026.
Forrester Research made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1636 holding.
Physician Wealth Advisors first reported a position in Forrester Research in Q1 2026 and has held it in 2 quarters since.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.