LC
FWRD icon

Lindbrook Capital’s Forward Air FWRD Stock Holding History

Lindbrook Capital’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 		$462 Sell
23
-39
-63% -$1.08K ﹤0.01% 2634
2024
Q4 		$2K Hold
62
– – ﹤0.01% 2306
2024
Q3 		$2.19K Buy
62
+39
+170% +$1.11K ﹤0.01% 2312
2024
Q2 		$438 Sell
23
-106
-82% -$2.19K ﹤0.01% 2652
2024
Q1 		$4.01K Buy
129
+115
+821% +$4.81K ﹤0.01% 1995
2023
Q4 		$880 Sell
14
-20
-59% -$1.35K ﹤0.01% 2495
2023
Q3 		$2.34K Sell
34
-7
-17% -$616 ﹤0.01% 2068
2023
Q2 		$4.35K Sell
41
-4
-9% -$409 ﹤0.01% 1874
2023
Q1 		$4.85K Hold
45
– – ﹤0.01% 1861
2022
Q4 		$4.72K Buy
45
+5
+13% +$525 ﹤0.01% 1855
2022
Q3 		$4K Buy
40
+22
+122% +$2.16K ﹤0.01% 1755
2022
Q2 		$2K Hold
18
– – ﹤0.01% 1958
2022
Q1 		$2K Buy
18
+8
+80% +$843 ﹤0.01% 1996
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1919
2021
Q3 		$1K Hold
10
– – ﹤0.01% 1720
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1761
2021
Q1 		$1K Hold
10
– – ﹤0.01% 1723
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1616
2020
Q3 		$1K Buy
+10
New +$549 ﹤0.01% 1559
2020
Q2 		– Sell
-14
Closed -$1K – 1768
2020
Q1 		$1K Hold
14
– – ﹤0.01% 1455
2019
Q4 		$1K Hold
14
– – ﹤0.01% 1387
2019
Q3 		$1K Hold
14
– – ﹤0.01% 1359
2019
Q2 		$0 Hold
14
– – ﹤0.01% 1438
2019
Q1 		$0 Buy
+14
New +$857 ﹤0.01% 1434

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Lindbrook Capital's FWRD Position: Q1 2025 in Review

Lindbrook Capital reduced its Forward Air (FWRD) stake by 63% in Q1 2025, selling an estimated $1.08K and leaving 23 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Lindbrook Capital first reported a position in FWRD in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.85K in Q1 2023. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • Lindbrook Capital held 23 shares of Forward Air worth $462 as of Q1 2025.
  • Lindbrook Capital sold 39 Forward Air shares in Q1 2025, an estimated $1.08K.
  • Forward Air made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2634 holding.
  • Lindbrook Capital first reported a position in Forward Air in Q1 2019 and has held it in 24 quarters since.
  • Lindbrook Capital's Forward Air position peaked at $4.85K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.