Advisory Services Network’s Forward Air FWRD Stock Holding History

Advisory Services Network’s Portfolio FWRD Stock Details FWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$26	–	2747
2025 Q3	$26	Buy	+1	New	+$29	﹤0.01%	4491
2023 Q2	–	Sell	-287	Closed	-$30.9K	–	2265
2023 Q1	$30.9K	Sell	287 -4	-1%	-$420	﹤0.01%	2274
2022 Q4	$30.5K	Buy	+291	New	+$30.5K	﹤0.01%	2227
2021 Q3	–	Sell	-287	Closed	-$26K	–	2094
2021 Q2	$26K	Buy	+287	New	+$26.4K	﹤0.01%	2356
2021 Q1	–	Sell	-287	Closed	-$22K	–	2001
2020 Q4	$22K	Sell	287 -235	-45%	-$16.3K	﹤0.01%	2104
2020 Q3	$30K	Buy	+522	New	+$28.6K	﹤0.01%	1859
2020 Q2	–	Sell	-619	Closed	-$32K	–	1673
2020 Q1	$32K	Buy	619 +119	+24%	+$7.23K	﹤0.01%	1601
2019 Q4	$35K	Sell	500 -183	-27%	-$12.4K	﹤0.01%	1693
2019 Q3	$41K	Hold	683	–	–	﹤0.01%	1457
2019 Q2	$41K	Buy	683 +283	+71%	+$17.4K	﹤0.01%	1455
2019 Q1	$26K	Hold	400	–	–	﹤0.01%	1500
2018 Q4	$22K	Sell	400 -36	-8%	-$2.21K	﹤0.01%	1447
2018 Q3	$31K	Sell	436 -25	-5%	-$1.59K	﹤0.01%	1412
2018 Q2	$29K	Hold	461	–	–	﹤0.01%	1406
2018 Q1	$24K	Buy	461 +314	+214%	+$17.9K	﹤0.01%	1588
2017 Q4	$8K	Buy	+147	New	+$8.41K	﹤0.01%	1919

Other funds holding FWRD

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

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

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return