LFG
FWRD icon

Larson Financial Group’s Forward Air FWRD Stock Holding History

Larson Financial Group’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 		$2.81K Sell
168
-650
-79% -$15.8K ﹤0.01% 2859
2025
Q4 		$20.4K Buy
818
+669
+449% +$15.1K ﹤0.01% 1710
2025
Q3 		$3.82K Buy
149
+144
+2,880% +$4.14K ﹤0.01% 2456
2025
Q2 		$123 Hold
5
– – ﹤0.01% 3134
2025
Q1 		$100 Sell
5
-8
-62% -$221 ﹤0.01% 2911
2024
Q4 		$419 Buy
13
+8
+160% +$279 ﹤0.01% 2250
2024
Q3 		$177 Hold
5
– – ﹤0.01% 2403
2024
Q2 		$95 Buy
+5
New +$103 ﹤0.01% 2252
2024
Q1 		– Sell
-116
Closed -$7.29K – 1840
2023
Q4 		$7.29K Hold
116
– – ﹤0.01% 1096
2023
Q3 		$7.97K Hold
116
– – ﹤0.01% 1062
2023
Q2 		$12.3K Hold
116
– – ﹤0.01% 871
2023
Q1 		$12.5K Hold
116
– – ﹤0.01% 863
2022
Q4 		$12.2K Hold
116
– – ﹤0.01% 807
2022
Q3 		$10K Hold
116
– – ﹤0.01% 790
2022
Q2 		$11K Buy
+116
New +$10.8K ﹤0.01% 688

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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