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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
Q2 		$853K Buy
26,953
+1,467
+6% +$40.3K 0.58% 48
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Total Wealth Planning & Management's FOR Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Forestar Group (FOR) stake by 5.8% in Q2 2026, buying an estimated $40.3K and bringing the position to 26,953 shares worth $853K. The position accounts for 0.58% of the portfolio, ranked #48.

Total Wealth Planning & Management first reported a position in FOR in Q4 2024 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold FOR as of Q2 2026.

  • Total Wealth Planning & Management held 26,953 shares of Forestar Group worth $853K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,467 Forestar Group shares in Q2 2026, an estimated $40.3K.
  • Forestar Group made up 0.58% of Total Wealth Planning & Management's portfolio in Q2 2026, its #48 holding.
  • Total Wealth Planning & Management first reported a position in Forestar Group in Q4 2024 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Forestar Group as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.