EWA
FWRD icon

EverSource Wealth Advisors’s Forward Air FWRD Stock Holding History

EverSource Wealth 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
2026
Q1 		$6.05K Buy
362
+190
+110% +$4.62K ﹤0.01% 3174
2025
Q4 		$4.3K Buy
172
+97
+129% +$2.18K ﹤0.01% 3183
2025
Q3 		$1.92K Buy
75
+55
+275% +$1.58K ﹤0.01% 3526
2025
Q2 		$490 Sell
20
-234
-92% -$4.16K ﹤0.01% 3905
2025
Q1 		$5.1K Sell
254
-12
-5% -$331 ﹤0.01% 2486
2024
Q4 		$8.58K Buy
266
+4
+2% +$140 ﹤0.01% 2079
2024
Q3 		$9.27K Hold
262
– – ﹤0.01% 1912
2024
Q2 		$6.64K Sell
262
-173
-40% -$3.57K ﹤0.01% 2086
2024
Q1 		$9.58K Buy
435
+387
+806% +$16.2K ﹤0.01% 1709
2023
Q4 		$3.02K Buy
48
+6
+14% +$404 ﹤0.01% 2052
2023
Q3 		$2.89K Sell
42
-383
-90% -$33.7K ﹤0.01% 1895
2023
Q2 		$45.1K Sell
425
-5
-1% -$512 0.01% 876
2023
Q1 		$46.3K Sell
430
-12
-3% -$1.26K 0.01% 816
2022
Q4 		$46.4K Hold
442
– – 0.01% 790
2022
Q3 		$40K Buy
+442
New +$43.4K 0.01% 689

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