Creative Planning
FWRD icon

Creative Planning’s Forward Air FWRD Stock Holding History

Creative Planning’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
2026
Q1 		$566K Buy
33,895
+12,033
+55% +$293K ﹤0.01% 2934
2025
Q4 		$547K Buy
21,862
+3,452
+19% +$77.7K ﹤0.01% 2763
2025
Q3 		$472K Buy
18,410
+402
+2% +$11.6K ﹤0.01% 2777
2025
Q2 		$442K Sell
18,008
-2,634
-13% -$46.8K ﹤0.01% 2575
2025
Q1 		$415K Buy
20,642
+616
+3% +$17K ﹤0.01% 2469
2024
Q4 		$646K Buy
20,026
+141
+0.7% +$4.92K ﹤0.01% 1996
2024
Q3 		$704K Buy
19,885
+1,129
+6% +$32K ﹤0.01% 1807
2024
Q2 		$357K Buy
18,756
+168
+0.9% +$3.47K ﹤0.01% 2217
2024
Q1 		$578K Buy
18,588
+8,563
+85% +$358K ﹤0.01% 1747
2023
Q4 		$630K Sell
10,025
-165
-2% -$11.1K ﹤0.01% 1533
2023
Q3 		$700K Sell
10,190
-462
-4% -$40.7K ﹤0.01% 1341
2023
Q2 		$1.13M Sell
10,652
-1,111
-9% -$114K ﹤0.01% 1074
2023
Q1 		$1.27M Buy
11,763
+1,064
+10% +$112K ﹤0.01% 960
2022
Q4 		$1.12M Buy
+10,699
New +$1.12M ﹤0.01% 982
2014
Q3 		– Sell
-86
Closed -$4K – 4056
2014
Q2 		$4K Buy
+86
New +$3.86K ﹤0.01% 3300

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return