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Rialto Wealth Management’s Forrester Research FORR Stock Holding History

Rialto Wealth Management’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 		$665 Buy
+79
New +$516 ﹤0.01% 1534
2025
Q4 		– Sell
-48
Closed -$509 – 1732
2025
Q3 		$509 Buy
+48
New +$486 ﹤0.01% 1231

Other funds holding FORR

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Nantahala Capital Management
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TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
First Manhattan
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Rialto Wealth Management's FORR Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Forrester Research (FORR) in Q2 2026: 79 shares worth $665. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in FORR as recently as Q3 2025.

Rialto Wealth Management first reported a position in FORR in Q3 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Rialto Wealth Management held 79 shares of Forrester Research worth $665 as of Q2 2026.
  • Forrester Research was a new Rialto Wealth Management position in Q2 2026.
  • Forrester Research made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1534 holding.
  • Rialto Wealth Management first reported a position in Forrester Research in Q3 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.