Creative Planning
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Creative Planning’s Forestar Group FOR Stock Holding History

Creative Planning’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 		$2.06M Buy
84,468
+41,072
+95% +$1.1M ﹤0.01% 1869
2025
Q4 		$1.07M Buy
43,396
+734
+2% +$18.7K ﹤0.01% 2223
2025
Q3 		$1.13M Buy
42,662
+7,595
+22% +$195K ﹤0.01% 1998
2025
Q2 		$701K Buy
35,067
+24,531
+233% +$485K ﹤0.01% 2154
2025
Q1 		$223K Buy
10,536
+1,002
+11% +$23.3K ﹤0.01% 2978
2024
Q4 		$247K Sell
9,534
-4,066
-30% -$122K ﹤0.01% 2819
2024
Q3 		$440K Buy
13,600
+3,569
+36% +$111K ﹤0.01% 2215
2024
Q2 		$321K Sell
10,031
-542
-5% -$18.3K ﹤0.01% 2292
2024
Q1 		$425K Sell
10,573
-13
-0.1% -$442 ﹤0.01% 1973
2023
Q4 		$350K Buy
10,586
+1,249
+13% +$36.2K ﹤0.01% 1982
2023
Q3 		$252K Sell
9,337
-1,041
-10% -$28.7K ﹤0.01% 2080
2023
Q2 		$234K Buy
+10,378
New +$200K ﹤0.01% 2100
2016
Q2 		– Sell
-200
Closed -$3K – 4398
2016
Q1 		$3K Buy
+200
New +$2.02K ﹤0.01% 3797

Other funds holding FOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return