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Beacon Pointe Advisors’s Forward Air FWRD Stock Holding History

Beacon Pointe 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
Q2 		– Sell
-10,750
Closed -$216K – 1264
2025
Q1 		$216K Hold
10,750
– – ﹤0.01% 1130
2024
Q4 		$347K Sell
10,750
-120
-1% -$4.19K ﹤0.01% 957
2024
Q3 		$385K Buy
10,870
+120
+1% +$3.41K ﹤0.01% 943
2024
Q2 		$205K Buy
+10,750
New +$222K ﹤0.01% 1187

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's FWRD Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 10,750 shares — an estimated $216K sold.

Beacon Pointe Advisors first reported a position in FWRD in Q2 2024 and held it in 4 quarters. The position peaked at $385K in Q3 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,750 Forward Air shares in Q2 2025, an estimated $216K.
  • Beacon Pointe Advisors first reported a position in Forward Air in Q2 2024 and held it in 4 quarters.
  • Beacon Pointe Advisors's Forward Air position peaked at $385K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.