Physician Wealth Advisors
FORR icon

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
Q3 		$2.04K Hold
177
– – ﹤0.01% 1567
2026
Q2 		$1.49K Hold
177
– – ﹤0.01% 1636
2026
Q1 		$1K Buy
+177
New +$1.21K ﹤0.01% 1692

Other funds holding FORR

Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Physician Wealth Advisors's FORR Position: Q3 2026 in Review

Physician Wealth Advisors held its Forrester Research (FORR) position steady in Q3 2026 at 177 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Physician Wealth Advisors first reported a position in FORR in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

  • Physician Wealth Advisors held 177 shares of Forrester Research worth $2.04K as of Q3 2026.
  • Physician Wealth Advisors left its Forrester Research share count unchanged in Q3 2026.
  • Forrester Research made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1567 holding.
  • Physician Wealth Advisors first reported a position in Forrester Research in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.