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 Q1	$1K	Buy	+177	New	+$1.21K	﹤0.01%	1692

Other funds holding FORR

PCM

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

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

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

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

Physician Wealth Advisors's FORR Position: Q1 2026 in Review

Physician Wealth Advisors opened a new position in Forrester Research (FORR) in Q1 2026: 177 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings.

103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

Physician Wealth Advisors held 177 shares of Forrester Research worth $1K as of Q1 2026.
Forrester Research was a new Physician Wealth Advisors position in Q1 2026.
Forrester Research made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1692 holding.
103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.