Envestnet Asset Management
FWRD icon

Envestnet Asset Management’s Forward Air FWRD Stock Holding History

Envestnet 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
Q1 		– Sell
-10,819
Closed -$349K – 4391
2024
Q4 		$349K Sell
10,819
-8,994
-45% -$314K ﹤0.01% 3804
2024
Q3 		$701K Buy
19,813
+9,463
+91% +$269K ﹤0.01% 3329
2024
Q2 		$197K Sell
10,350
-912
-8% -$18.8K ﹤0.01% 3931
2024
Q1 		$350K Sell
11,262
-23,097
-67% -$966K ﹤0.01% 3642
2023
Q4 		$2.16M Sell
34,359
-240
-0.7% -$16.2K ﹤0.01% 2422
2023
Q3 		$2.38M Sell
34,599
-9,074
-21% -$799K ﹤0.01% 2275
2023
Q2 		$4.63M Buy
43,673
+2,532
+6% +$259K ﹤0.01% 1747
2023
Q1 		$4.43M Buy
41,141
+5,422
+15% +$569K ﹤0.01% 1712
2022
Q4 		$3.75M Buy
35,719
+772
+2% +$81K ﹤0.01% 1772
2022
Q3 		$3.15M Buy
34,947
+826
+2% +$81.1K ﹤0.01% 1803
2022
Q2 		$3.14M Buy
34,121
+2,598
+8% +$241K ﹤0.01% 1806
2022
Q1 		$3.08M Buy
31,523
+685
+2% +$72.2K ﹤0.01% 1926
2021
Q4 		$3.73M Sell
30,838
-7,196
-19% -$736K ﹤0.01% 1759
2021
Q3 		$3.16M Buy
38,034
+1,453
+4% +$127K ﹤0.01% 1803
2021
Q2 		$3.28M Buy
36,581
+4,909
+15% +$452K ﹤0.01% 1764
2021
Q1 		$2.81M Buy
31,672
+442
+1% +$37K ﹤0.01% 1743
2020
Q4 		$2.4M Sell
31,230
-2,747
-8% -$191K ﹤0.01% 1648
2020
Q3 		$1.95M Buy
33,977
+51
+0.2% +$2.8K ﹤0.01% 1633
2020
Q2 		$1.69M Sell
33,926
-4,839
-12% -$237K ﹤0.01% 1674
2020
Q1 		$1.96M Sell
38,765
-2,035
-5% -$124K ﹤0.01% 1432
2019
Q4 		$2.85M Buy
40,800
+439
+1% +$29.7K ﹤0.01% 1424
2019
Q3 		$2.57M Sell
40,361
-864
-2% -$52.9K ﹤0.01% 1410
2019
Q2 		$2.44M Buy
41,225
+1,233
+3% +$75.8K ﹤0.01% 1441
2019
Q1 		$2.59M Buy
39,992
+3,611
+10% +$221K ﹤0.01% 1340
2018
Q4 		$2M Buy
36,381
+33,460
+1,145% +$2.06M ﹤0.01% 1343
2018
Q3 		$209K Sell
2,921
-2,132
-42% -$136K ﹤0.01% 1164
2018
Q2 		$298K Buy
5,053
+24
+0.5% +$1.37K ﹤0.01% 1513
2018
Q1 		$270K Sell
5,029
-7,988
-61% -$455K ﹤0.01% 1447
2017
Q4 		$748K Buy
13,017
+357
+3% +$20.4K ﹤0.01% 1319
2017
Q3 		$725K Buy
12,660
+689
+6% +$36.4K ﹤0.01% 1287
2017
Q2 		$639K Buy
11,971
+12
+0.1% +$613 ﹤0.01% 1380
2017
Q1 		$570K Buy
11,959
+1,032
+9% +$50K ﹤0.01% 1456
2016
Q4 		$519K Sell
10,927
-3,415
-24% -$156K ﹤0.01% 1484
2016
Q3 		$620K Buy
14,342
+4,212
+42% +$191K ﹤0.01% 1452
2016
Q2 		$451K Buy
10,130
+295
+3% +$13.3K ﹤0.01% 1698
2016
Q1 		$446K Sell
9,835
-2,149
-18% -$90.5K ﹤0.01% 1694
2015
Q4 		$515K Sell
11,984
-23
-0.2% -$1.03K ﹤0.01% 1575
2015
Q3 		$498K Sell
12,007
-1,342
-10% -$63.4K ﹤0.01% 1602
2015
Q2 		$698K Buy
13,349
+601
+5% +$31.7K ﹤0.01% 1566
2015
Q1 		$692K Buy
12,748
+10,581
+488% +$541K ﹤0.01% 1436
2014
Q4 		$109K Sell
2,167
-1,513
-41% -$72.7K ﹤0.01% 1155
2014
Q3 		$165K Sell
3,680
-21,124
-85% -$987K ﹤0.01% 1149
2014
Q2 		$1.19M Sell
24,804
-707
-3% -$31.7K 0.01% 494
2014
Q1 		$1.18M Buy
25,511
+1,062
+4% +$46.9K 0.01% 417
2013
Q4 		$1.07M Sell
24,449
-1,187
-5% -$49.4K 0.01% 421
2013
Q3 		$1.03M Buy
25,636
+475
+2% +$18.1K 0.01% 404
2013
Q2 		$963K Buy
+25,161
New +$954K 0.01% 421

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Envestnet Asset Management's FWRD Position: Q1 2025 in Review

Envestnet Asset Management sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 10,819 shares — an estimated $349K sold.

Envestnet Asset Management first reported a position in FWRD in Q2 2013 and held it in 47 quarters. The position peaked at $4.63M in Q2 2023. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Envestnet Asset Management reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,819 Forward Air shares in Q1 2025, an estimated $349K.
  • Envestnet Asset Management first reported a position in Forward Air in Q2 2013 and held it in 47 quarters.
  • Envestnet Asset Management's Forward Air position peaked at $4.63M in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.