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Apollon Wealth Management’s Forward Air FWRD Stock Holding History

Apollon Wealth Management’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
-10,863
Closed -$267K – 1341
2025
Q2 		$267K Buy
+10,863
New +$193K 0.01% 1053

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

Apollon Wealth Management's FWRD Position: Q3 2025 in Review

Apollon Wealth Management sold out of Forward Air (FWRD) in Q3 2025, closing a stake of 10,863 shares — an estimated $267K sold.

Apollon Wealth Management first reported a position in FWRD in Q2 2025 and held it in 1 quarter. The position peaked at $267K in Q2 2025. 202 funds tracked by Wall St. Rank hold FWRD as of Q3 2025.

  • Apollon Wealth Management reported no remaining Forward Air position as of Q3 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 10,863 Forward Air shares in Q3 2025, an estimated $267K.
  • Apollon Wealth Management first reported a position in Forward Air in Q2 2025 and held it in 1 quarter.
  • Apollon Wealth Management's Forward Air position peaked at $267K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q3 2025.

Based on Apollon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.