McIlrath & Eck’s Forward Air FWRD Stock Holding History

McIlrath & Eck’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 Q4	–	Sell	-70	Closed	-$1.79K	–	995
2025 Q3	$1.79K	Hold	70	–	–	﹤0.01%	861
2025 Q2	$1.72K	Hold	70	–	–	﹤0.01%	850
2025 Q1	$1.41K	Hold	70	–	–	﹤0.01%	852
2024 Q4	$2.26K	Hold	70	–	–	﹤0.01%	858
2024 Q3	$2.48K	Hold	70	–	–	﹤0.01%	839
2024 Q2	$1.33K	Hold	70	–	–	﹤0.01%	854
2024 Q1	$2.18K	Hold	70	–	–	﹤0.01%	815
2023 Q4	$4.4K	Hold	70	–	–	﹤0.01%	697
2023 Q3	$4.81K	Hold	70	–	–	﹤0.01%	663
2023 Q2	$7.43K	Hold	70	–	–	﹤0.01%	601
2023 Q1	$7.54K	Hold	70	–	–	﹤0.01%	597
2022 Q4	$7.34K	Hold	70	–	–	﹤0.01%	581
2022 Q3	$6K	Hold	70	–	–	﹤0.01%	609
2022 Q2	$6K	Hold	70	–	–	﹤0.01%	589
2022 Q1	$7K	Hold	70	–	–	﹤0.01%	583
2021 Q4	$8K	Hold	70	–	–	﹤0.01%	562
2021 Q3	$6K	Hold	70	–	–	﹤0.01%	596
2021 Q2	$6K	Hold	70	–	–	﹤0.01%	595
2021 Q1	$6K	Buy	+70	New	+$5.86K	﹤0.01%	558

Other funds holding FWRD

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

BlackRock New York $5.7T 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

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return