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Root Financial Partners’s Forrester Research FORR Stock Holding History

Root Financial Partners’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 		– Sell
-90
Closed -$509 – 1420
2026
Q1 		$509 Buy
90
+60
+200% +$410 ﹤0.01% 2855
2025
Q4 		$244 Buy
+30
New +$236 ﹤0.01% 2281

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GI
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EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
PWA
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Root Financial Partners's FORR Position: Q2 2026 in Review

Root Financial Partners sold out of Forrester Research (FORR) in Q2 2026, closing a stake of 90 shares — an estimated $509 sold.

Root Financial Partners first reported a position in FORR in Q4 2025 and held it in 2 quarters. The position peaked at $509 in Q1 2026. 11 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Root Financial Partners reported no remaining Forrester Research position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 90 Forrester Research shares in Q2 2026, an estimated $509.
  • Root Financial Partners first reported a position in Forrester Research in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Forrester Research position peaked at $509 in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.