Hantz Financial Services’s Forward Air FWRD Stock Holding History

Hantz Financial Services’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	-9	Closed	–	–	2225
2025 Q1	$0	Buy	+9	New	+$248	﹤0.01%	1807

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

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

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

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hantz Financial Services's FWRD Position: Q2 2025 in Review

Hantz Financial Services sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 9 shares.

Hantz Financial Services first reported a position in FWRD in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

Hantz Financial Services reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
Hantz Financial Services sold 9 Forward Air shares in Q2 2025.
Hantz Financial Services first reported a position in Forward Air in Q1 2025 and held it in 1 quarter.
Hantz Financial Services's Forward Air position peaked at $0 in Q1 2025.
180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Hantz Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.