Carson Wealth (CWM LLC)
FOR icon

Carson Wealth (CWM LLC)’s Forestar Group FOR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Buy
17,399
+745
+4% +$19.9K ﹤0.01% 2130
2025
Q4 		$410K Buy
16,654
+231
+1% +$5.89K ﹤0.01% 2041
2025
Q3 		$437K Buy
16,423
+1,219
+8% +$31.2K ﹤0.01% 1880
2025
Q2 		$304K Buy
15,204
+12,993
+588% +$257K ﹤0.01% 1858
2025
Q1 		$47K Sell
2,211
-952
-30% -$22.1K ﹤0.01% 3033
2024
Q4 		$82K Buy
3,163
+1,499
+90% +$44.8K ﹤0.01% 2417
2024
Q3 		$54K Buy
1,664
+604
+57% +$18.8K ﹤0.01% 2629
2024
Q2 		$34K Buy
1,060
+559
+112% +$18.9K ﹤0.01% 2750
2024
Q1 		$20K Buy
501
+286
+133% +$9.71K ﹤0.01% 2908
2023
Q4 		$7K Buy
215
+54
+34% +$1.57K ﹤0.01% 3343
2023
Q3 		$4K Hold
161
– – ﹤0.01% 3557
2023
Q2 		$4K Hold
161
– – ﹤0.01% 3519
2023
Q1 		$3K Sell
161
-23
-13% -$345 ﹤0.01% 3500
2022
Q4 		$3K Sell
184
-116
-39% -$1.54K ﹤0.01% 3407
2022
Q3 		$3K Sell
300
-92
-23% -$1.22K ﹤0.01% 3298
2022
Q2 		$5K Buy
392
+202
+106% +$3.18K ﹤0.01% 2966
2022
Q1 		$3K Buy
+190
New +$3.56K ﹤0.01% 3029

Other funds holding FOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FOR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Forestar Group (FOR) stake by 4.5% in Q1 2026, buying an estimated $19.9K and bringing the position to 17,399 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Carson Wealth (CWM LLC) first reported a position in FOR in Q1 2022 and has held it in 17 quarters since. The position peaked at $437K in Q3 2025. 170 funds tracked by Wall St. Rank hold FOR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,399 shares of Forestar Group worth $425K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 745 Forestar Group shares in Q1 2026, an estimated $19.9K.
  • Forestar Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2130 holding.
  • Carson Wealth (CWM LLC) first reported a position in Forestar Group in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Forestar Group position peaked at $437K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Forestar Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.