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FORR icon

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
Q3 		$346 Sell
30
-110
-79% -$1.22K ﹤0.01% 2230
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's FORR Position: Q3 2026 in Review

True Wealth Design reduced its Forrester Research (FORR) stake by 79% in Q3 2026, selling an estimated $1.22K and leaving 30 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

True Wealth Design first reported a position in FORR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.38K in Q2 2025. 6 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

  • True Wealth Design held 30 shares of Forrester Research worth $346 as of Q3 2026.
  • True Wealth Design sold 110 Forrester Research shares in Q3 2026, an estimated $1.22K.
  • Forrester Research made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2230 holding.
  • True Wealth Design first reported a position in Forrester Research in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Forrester Research position peaked at $1.38K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.