True Wealth Design’s Forrester Research FORR Stock Holding History

True Wealth Design’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	$1.18K	Buy	140 +105	+300%	+$686	﹤0.01%	1920
2026 Q1	$199	Buy	35 +29	+483%	+$198	﹤0.01%	2335
2025 Q4	$49	Sell	6 -109	-95%	-$856	﹤0.01%	2418
2025 Q3	$1.22K	Sell	115 -24	-17%	-$243	﹤0.01%	1684
2025 Q2	$1.38K	Buy	139 +128	+1,164%	+$1.27K	﹤0.01%	1336
2025 Q1	$102	Sell	11 -65	-86%	-$827	﹤0.01%	2185
2024 Q4	$1.19K	Buy	+76	New	+$1.23K	﹤0.01%	883

Other funds holding FORR

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's FORR Position: Q2 2026 in Review

True Wealth Design increased its Forrester Research (FORR) stake by 300% in Q2 2026, buying an estimated $686 and bringing the position to 140 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

True Wealth Design first reported a position in FORR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38K in Q2 2025. 99 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

True Wealth Design held 140 shares of Forrester Research worth $1.18K as of Q2 2026.
True Wealth Design bought 105 Forrester Research shares in Q2 2026, an estimated $686.
Forrester Research made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1920 holding.
True Wealth Design first reported a position in Forrester Research in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's Forrester Research position peaked at $1.38K in Q2 2025.
99 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.