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Private Wealth Management Group’s Forrester Research FORR Stock Holding History

Private Wealth Management Group’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
-169
Closed -$1.79K – 1496
2025
Q3 		$1.79K Hold
169
– – ﹤0.01% 1141
2025
Q2 		$1.67K Buy
169
+115
+213% +$1.14K ﹤0.01% 1135
2025
Q1 		$499 Buy
+54
New +$687 ﹤0.01% 1405
2024
Q4 		– Sell
-61
Closed -$1.1K – 1532
2024
Q3 		$1.1K Hold
61
– – ﹤0.01% 1254
2024
Q2 		$1.04K Sell
61
-13
-18% -$239 ﹤0.01% 1275
2024
Q1 		$1.6K Buy
+74
New +$1.68K ﹤0.01% 1075

Other funds holding FORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Private Wealth Management Group's FORR Position: Q4 2025 in Review

Private Wealth Management Group sold out of Forrester Research (FORR) in Q4 2025, closing a stake of 169 shares — an estimated $1.79K sold.

Private Wealth Management Group first reported a position in FORR in Q1 2024 and held it in 6 quarters. The position peaked at $1.79K in Q3 2025. 109 funds tracked by Wall St. Rank hold FORR as of Q4 2025.

  • Private Wealth Management Group reported no remaining Forrester Research position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 169 Forrester Research shares in Q4 2025, an estimated $1.79K.
  • Private Wealth Management Group first reported a position in Forrester Research in Q1 2024 and held it in 6 quarters.
  • Private Wealth Management Group's Forrester Research position peaked at $1.79K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Forrester Research as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.