Montag & Associates’s Forestar Group FOR Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-27	Closed	-$718	–	1035
2025 Q3	$718	Buy	+27	New	+$692	﹤0.01%	1051

Other funds holding FOR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Montag & Associates's FOR Position: Q4 2025 in Review

Montag & Associates sold out of Forestar Group (FOR) in Q4 2025, closing a stake of 27 shares — an estimated $718 sold.

Montag & Associates first reported a position in FOR in Q3 2025 and held it in 1 quarter. The position peaked at $718 in Q3 2025. 168 funds tracked by Wall St. Rank hold FOR as of Q4 2025.

Montag & Associates reported no remaining Forestar Group position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 27 Forestar Group shares in Q4 2025, an estimated $718.
Montag & Associates first reported a position in Forestar Group in Q3 2025 and held it in 1 quarter.
Montag & Associates's Forestar Group position peaked at $718 in Q3 2025.
168 funds tracked by Wall St. Rank held Forestar Group as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.