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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
Q2 		– Sell
-20
Closed -$113 – 389
2026
Q1 		$113 Buy
+20
New +$137 ﹤0.01% 921

Other funds holding FORR

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NCM
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TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Preservation Advisors's FORR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Forrester Research (FORR) in Q2 2026, closing a stake of 20 shares — an estimated $113 sold.

Wealth Preservation Advisors first reported a position in FORR in Q1 2026 and held it in 1 quarter. The position peaked at $113 in Q1 2026. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Forrester Research position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 20 Forrester Research shares in Q2 2026, an estimated $113.
  • Wealth Preservation Advisors first reported a position in Forrester Research in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Forrester Research position peaked at $113 in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.