AA
FWRD icon

Ancora Advisors’s Forward Air FWRD Stock Holding History

Ancora Advisors’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
-1,475,055
Closed -$37.8M – 2463
2025
Q3 		$37.8M Buy
1,475,055
+116,012
+9% +$3.34M 0.76% 29
2025
Q2 		$33.4M Buy
1,359,043
+128,653
+10% +$2.29M 0.69% 31
2025
Q1 		$24.7M Buy
1,230,390
+275,500
+29% +$7.6M 0.55% 39
2024
Q4 		$30.8M Sell
954,890
-170,616
-15% -$5.96M 0.69% 35
2024
Q3 		$39.8M Buy
1,125,506
+163,176
+17% +$4.63M 0.91% 24
2024
Q2 		$18.3M Buy
+962,330
New +$19.9M 0.45% 43
2024
Q1 		– Sell
-126,553
Closed -$7.96M – 1843
2023
Q4 		$7.96M Sell
126,553
-619,032
-83% -$41.7M 0.19% 113
2023
Q3 		$51.3M Buy
+745,585
New +$65.6M 1.36% 14
2023
Q1 		– Sell
-9,900
Closed -$1.04M – 1990
2022
Q4 		$1.04M Sell
9,900
-640,743
-98% -$67.2M 0.03% 350
2022
Q3 		$58.7M Sell
650,643
-693,656
-52% -$68.1M 1.82% 6
2022
Q2 		$124M Sell
1,344,299
-1,792
-0.1% -$166K 3.48% 2
2022
Q1 		$132M Sell
1,346,091
-138,263
-9% -$14.6M 3.2% 2
2021
Q4 		$180M Sell
1,484,354
-388,848
-21% -$39.8M 4.26% 1
2021
Q3 		$156M Buy
1,873,202
+27,949
+2% +$2.44M 4.02% 2
2021
Q2 		$166M Buy
1,845,253
+91,454
+5% +$8.43M 4.33% 2
2021
Q1 		$156M Buy
1,753,799
+246,251
+16% +$20.6M 4.3% 2
2020
Q4 		$116M Buy
1,507,548
+1,001,378
+198% +$69.5M 3.73% 1
2020
Q3 		$29M Buy
506,170
+428,520
+552% +$23.5M 1.15% 11
2020
Q2 		$3.87M Buy
+77,650
New +$3.81M 0.16% 144
2018
Q4 		– Sell
-300
Closed -$22K – 833
2018
Q3 		$22K Buy
+300
New +$19.1K ﹤0.01% 1051
2017
Q1 		– Sell
-400
Closed -$19K – 784
2016
Q4 		$19K Buy
+400
New +$18.3K ﹤0.01% 943

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Ancora Advisors's FWRD Position: Q4 2025 in Review

Ancora Advisors sold out of Forward Air (FWRD) in Q4 2025, closing a stake of 1,475,055 shares — an estimated $37.8M sold.

Ancora Advisors first reported a position in FWRD in Q4 2016 and held it in 21 quarters. The position peaked at $180M in Q4 2021. 202 funds tracked by Wall St. Rank hold FWRD as of Q4 2025.

  • Ancora Advisors reported no remaining Forward Air position as of Q4 2025 after selling out during the quarter.
  • Ancora Advisors sold 1,475,055 Forward Air shares in Q4 2025, an estimated $37.8M.
  • Ancora Advisors first reported a position in Forward Air in Q4 2016 and held it in 21 quarters.
  • Ancora Advisors's Forward Air position peaked at $180M in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q4 2025.

Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.