FFA
FWRD icon

Farther Finance Advisors’s Forward Air FWRD Stock Holding History

Farther Finance 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 		$9.99K Buy
580
+56
+11% +$1.36K ﹤0.01% 4118
2025
Q4 		$13.1K Buy
524
+137
+35% +$3.08K ﹤0.01% 3730
2025
Q3 		$9.92K Buy
387
+183
+90% +$5.26K ﹤0.01% 3448
2025
Q2 		$5.01K Buy
204
+179
+716% +$3.18K ﹤0.01% 3358
2025
Q1 		$490 Sell
25
-79
-76% -$2.18K ﹤0.01% 3778
2024
Q4 		$3.35K Hold
104
– – ﹤0.01% 2835
2024
Q3 		$3.68K Buy
104
+63
+154% +$1.79K ﹤0.01% 2770
2024
Q2 		$783 Sell
41
-2,585
-98% -$53.4K ﹤0.01% 3153
2024
Q1 		$76K Buy
2,626
+2,488
+1,803% +$104K ﹤0.01% 1037
2023
Q4 		$8.68K Buy
138
+82
+146% +$5.52K ﹤0.01% 1680
2023
Q3 		$3.85K Buy
56
+2
+4% +$176 ﹤0.01% 1603
2023
Q2 		$5.73K Hold
54
– – ﹤0.01% 1385
2023
Q1 		$5.82K Hold
54
– – ﹤0.01% 1290
2022
Q4 		$5.66K Buy
+54
New +$5.67K ﹤0.01% 1121

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