Wealth Enhancement Trust Services
FORR icon

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

Wealth Enhancement Trust 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
Q3 		– Sell
-11
Closed -$93 – 1050
2026
Q2 		$93 Buy
+11
New +$72 ﹤0.01% 1413

Other funds holding FORR

Tieton Capital Management
Tieton Capital Management Yakima, Washington $336M AUM 34.85% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealth Enhancement Trust Services's FORR Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Forrester Research (FORR) in Q3 2026, closing a stake of 11 shares — an estimated $93 sold.

Wealth Enhancement Trust Services first reported a position in FORR in Q2 2026 and held it in 1 quarter. The position peaked at $93 in Q2 2026. 72 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Forrester Research position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 11 Forrester Research shares in Q3 2026, an estimated $93.
  • Wealth Enhancement Trust Services first reported a position in Forrester Research in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Forrester Research position peaked at $93 in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.