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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
Q2 		$93 Buy
+11
New +$72 ﹤0.01% 1413

Other funds holding FORR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Forrester Research (FORR) in Q2 2026: 11 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

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

  • Wealth Enhancement Trust Services held 11 shares of Forrester Research worth $93 as of Q2 2026.
  • Forrester Research was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Forrester Research made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1413 holding.
  • 11 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

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