CCM
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Coldstream Capital Management’s Forward Air FWRD Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-53
Closed -$1.06K – 1942
2025
Q1 		$1.06K Buy
+53
New +$1.46K ﹤0.01% 3172

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

Coldstream Capital Management's FWRD Position: Q2 2025 in Review

Coldstream Capital Management sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 53 shares — an estimated $1.06K sold.

Coldstream Capital Management first reported a position in FWRD in Q1 2025 and held it in 1 quarter. The position peaked at $1.06K in Q1 2025. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Coldstream Capital Management reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 53 Forward Air shares in Q2 2025, an estimated $1.06K.
  • Coldstream Capital Management first reported a position in Forward Air in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Forward Air position peaked at $1.06K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.