AG
FWRD icon

Algert Global’s Forward Air FWRD Stock Holding History

Algert Global’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
Q3 		– Sell
-12,540
Closed -$308K – 1203
2025
Q2 		$308K Buy
+12,540
New +$223K 0.01% 1024
2023
Q4 		– Sell
-8,120
Closed -$558K – 1171
2023
Q3 		$558K Buy
+8,120
New +$715K 0.03% 709
2023
Q2 		– Sell
-9,297
Closed -$1M – 1141
2023
Q1 		$1M Buy
9,297
+1,029
+12% +$108K 0.05% 637
2022
Q4 		$867K Hold
8,268
– – 0.05% 619
2022
Q3 		$746K Buy
+8,268
New +$811K 0.05% 665
2022
Q2 		– Sell
-10,060
Closed -$984K – 1274
2022
Q1 		$984K Buy
10,060
+4,540
+82% +$478K 0.06% 528
2021
Q4 		$668K Buy
5,520
+2,080
+60% +$213K 0.08% 429
2021
Q3 		$286K Buy
+3,440
New +$301K 0.04% 779
2020
Q3 		– Sell
-6,720
Closed -$335K – 432
2020
Q2 		$335K Sell
6,720
-2,020
-23% -$99.1K 0.11% 253
2020
Q1 		$443K Sell
8,740
-2,593
-23% -$158K 0.19% 180
2019
Q4 		$793K Buy
11,333
+2,990
+36% +$203K 0.24% 147
2019
Q3 		$532K Sell
8,343
-350
-4% -$21.4K 0.2% 145
2019
Q2 		$514K Sell
8,693
-2,794
-24% -$172K 0.19% 165
2019
Q1 		$744K Sell
11,487
-6,972
-38% -$427K 0.43% 79
2018
Q4 		$1.01M Buy
18,459
+2,899
+19% +$178K 0.28% 121
2018
Q3 		$1.12M Buy
15,560
+10,276
+194% +$653K 0.24% 157
2018
Q2 		$312K Sell
5,284
-48,392
-90% -$2.77M 0.06% 284
2018
Q1 		$2.84M Buy
53,676
+89
+0.2% +$5.07K 0.55% 61
2017
Q4 		$3.08M Sell
53,587
-1,069
-2% -$61.1K 0.73% 21
2017
Q3 		$3.13M Buy
54,656
+8,807
+19% +$465K 0.72% 20
2017
Q2 		$2.44M Buy
45,849
+15,034
+49% +$768K 0.69% 20
2017
Q1 		$1.47M Buy
+30,815
New +$1.49M 0.4% 101

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Algert Global's FWRD Position: Q3 2025 in Review

Algert Global sold out of Forward Air (FWRD) in Q3 2025, closing a stake of 12,540 shares — an estimated $308K sold.

Algert Global first reported a position in FWRD in Q1 2017 and held it in 22 quarters. The position peaked at $3.13M in Q3 2017. 202 funds tracked by Wall St. Rank hold FWRD as of Q3 2025.

  • Algert Global reported no remaining Forward Air position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 12,540 Forward Air shares in Q3 2025, an estimated $308K.
  • Algert Global first reported a position in Forward Air in Q1 2017 and held it in 22 quarters.
  • Algert Global's Forward Air position peaked at $3.13M in Q3 2017.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.