OPS
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Orion Portfolio Solutions’s Forestar Group FOR Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-8,020
Closed -$208K – 1910
2024
Q4 		$208K Sell
8,020
-2,071
-21% -$61.9K ﹤0.01% 1740
2024
Q3 		$327K Buy
10,091
+2,082
+26% +$64.8K ﹤0.01% 1496
2024
Q2 		$256K Sell
8,009
-22
-0.3% -$744 ﹤0.01% 1527
2024
Q1 		$323K Sell
8,031
-365
-4% -$12.4K ﹤0.01% 1431
2023
Q4 		$288K Sell
8,396
-1,572
-16% -$45.6K ﹤0.01% 1421
2023
Q3 		$269K Buy
+9,968
New +$275K ﹤0.01% 1433

Other funds holding FOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Orion Portfolio Solutions's FOR Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Forestar Group (FOR) in Q1 2025, closing a stake of 8,020 shares — an estimated $208K sold.

Orion Portfolio Solutions first reported a position in FOR in Q3 2023 and held it in 6 quarters. The position peaked at $327K in Q3 2024. 160 funds tracked by Wall St. Rank hold FOR as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Forestar Group position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,020 Forestar Group shares in Q1 2025, an estimated $208K.
  • Orion Portfolio Solutions first reported a position in Forestar Group in Q3 2023 and held it in 6 quarters.
  • Orion Portfolio Solutions's Forestar Group position peaked at $327K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Forestar Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.