Wealth Preservation Advisors’s Forrester Research FORR Stock Holding History

Wealth Preservation Advisors’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 Q1	$113	Buy	+20	New	+$137	﹤0.01%	921

Other funds holding FORR

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealth Preservation Advisors's FORR Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Forrester Research (FORR) in Q1 2026: 20 shares worth $113. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings.

103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

Wealth Preservation Advisors held 20 shares of Forrester Research worth $113 as of Q1 2026.
Forrester Research was a new Wealth Preservation Advisors position in Q1 2026.
Forrester Research made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #921 holding.
103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.