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Cresset Asset Management’s Forward Air FWRD Stock Holding History

Cresset Asset 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
-49,551
Closed -$995K – 1576
2025
Q1 		$995K Sell
49,551
-3,800
-7% -$105K 0.01% 786
2024
Q4 		$1.72M Sell
53,351
-749
-1% -$26.1K 0.01% 598
2024
Q3 		$1.92M Buy
54,100
+4,519
+9% +$128K 0.01% 834
2024
Q2 		$944K Buy
49,581
+15,311
+45% +$316K ﹤0.01% 1100
2024
Q1 		$1.07M Buy
+34,270
New +$1.43M 0.01% 947
2019
Q2 		– Sell
-68
Closed -$4K – 913
2019
Q1 		$4K Hold
68
– – ﹤0.01% 1420
2018
Q4 		$4K Buy
+68
New +$4.18K ﹤0.01% 1085

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

Cresset Asset Management's FWRD Position: Q2 2025 in Review

Cresset Asset Management sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 49,551 shares — an estimated $995K sold.

Cresset Asset Management first reported a position in FWRD in Q4 2018 and held it in 7 quarters. The position peaked at $1.92M in Q3 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Cresset Asset Management reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 49,551 Forward Air shares in Q2 2025, an estimated $995K.
  • Cresset Asset Management first reported a position in Forward Air in Q4 2018 and held it in 7 quarters.
  • Cresset Asset Management's Forward Air position peaked at $1.92M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.