IP
FWRD icon

Isthmus Partners’s Forward Air FWRD Stock Holding History

Isthmus Partners’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
-56,995
Closed -$1.84M – 220
2024
Q4 		$1.84M Buy
56,995
+940
+2% +$32.8K 0.22% 101
2024
Q3 		$1.98M Sell
56,055
-5,567
-9% -$158K 0.24% 94
2024
Q2 		$1.17M Buy
61,622
+5,271
+9% +$109K 0.14% 112
2024
Q1 		$1.75M Buy
56,351
+28,027
+99% +$1.17M 0.2% 108
2023
Q4 		$1.78M Buy
28,324
+4,982
+21% +$335K 0.23% 96
2023
Q3 		$1.6M Buy
23,342
+1,054
+5% +$92.8K 0.23% 97
2023
Q2 		$2.36M Sell
22,288
-113
-0.5% -$11.6K 0.32% 64
2023
Q1 		$2.41M Buy
22,401
+483
+2% +$50.7K 0.34% 59
2022
Q4 		$2.3M Buy
21,918
+85
+0.4% +$8.92K 0.35% 56
2022
Q3 		$1.97M Buy
21,833
+908
+4% +$89.1K 0.34% 60
2022
Q2 		$1.92M Buy
20,925
+367
+2% +$34K 0.36% 61
2022
Q1 		$2.01M Buy
20,558
+564
+3% +$59.4K 0.33% 63
2021
Q4 		$2.42M Buy
19,994
+70
+0.4% +$7.16K 0.41% 60
2021
Q3 		$1.65M Buy
19,924
+145
+0.7% +$12.7K 0.3% 75
2021
Q2 		$1.77M Buy
19,779
+217
+1% +$20K 0.31% 76
2021
Q1 		$1.74M Buy
19,562
+171
+0.9% +$14.3K 0.32% 71
2020
Q4 		$1.49M Sell
19,391
-400
-2% -$27.7K 0.3% 66
2020
Q3 		$1.14M Buy
19,791
+171
+0.9% +$9.38K 0.27% 75
2020
Q2 		$977K Buy
19,620
+2,121
+12% +$104K 0.24% 84
2020
Q1 		$886K Sell
17,499
-1,520
-8% -$92.4K 0.27% 70
2019
Q4 		$1.33M Buy
19,019
+125
+0.7% +$8.47K 0.3% 69
2019
Q3 		$1.2M Buy
+18,894
New +$1.16M 0.29% 75

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

Isthmus Partners's FWRD Position: Q1 2025 in Review

Isthmus Partners sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 56,995 shares — an estimated $1.84M sold.

Isthmus Partners first reported a position in FWRD in Q3 2019 and held it in 22 quarters. The position peaked at $2.42M in Q4 2021. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Isthmus Partners reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • Isthmus Partners sold 56,995 Forward Air shares in Q1 2025, an estimated $1.84M.
  • Isthmus Partners first reported a position in Forward Air in Q3 2019 and held it in 22 quarters.
  • Isthmus Partners's Forward Air position peaked at $2.42M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on Isthmus Partners's 13F filing for Q1 2025, filed 1 May 2025.