TWPM
FOR icon

Total Wealth Planning & Management’s Forestar Group FOR Stock Holding History

Total Wealth Planning & Management’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 		$623K Buy
25,486
+3,088
+14% +$82.7K 0.46% 74
2025
Q4 		$552K Buy
+22,398
New +$571K 0.41% 73
2025
Q2 		$445K Buy
22,257
+3,146
+16% +$62.2K 0.36% 97
2025
Q1 		$404K Buy
19,111
+7,650
+67% +$178K 0.38% 93
2024
Q4 		$297K Buy
+11,461
New +$343K 0.27% 138

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 $5.72T 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 $871B 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 $570B 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 $432B AUM 30.22% 1-Year Est. Return

Total Wealth Planning & Management's FOR Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Forestar Group (FOR) stake by 14% in Q1 2026, buying an estimated $82.7K and bringing the position to 25,486 shares worth $623K. The position accounts for 0.46% of the portfolio, ranked #74.

Total Wealth Planning & Management first reported a position in FOR in Q4 2024 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold FOR as of Q1 2026.

  • Total Wealth Planning & Management held 25,486 shares of Forestar Group worth $623K as of Q1 2026.
  • Total Wealth Planning & Management bought 3,088 Forestar Group shares in Q1 2026, an estimated $82.7K.
  • Forestar Group made up 0.46% of Total Wealth Planning & Management's portfolio in Q1 2026, its #74 holding.
  • Total Wealth Planning & Management first reported a position in Forestar Group in Q4 2024 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Forestar Group as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.