Wealth Enhancement Advisory Services
FORR icon

Wealth Enhancement Advisory Services’s Forrester Research FORR Stock Holding History

Wealth Enhancement Advisory Services’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 		$136K Buy
+13,642
New +$89.1K ﹤0.01% 3721

Other funds holding FORR

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Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
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

Wealth Enhancement Advisory Services's FORR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Forrester Research (FORR) in Q2 2026: 13,642 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #3721 among its holdings.

8 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,642 shares of Forrester Research worth $136K as of Q2 2026.
  • Forrester Research was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Forrester Research made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3721 holding.
  • 8 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.