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Nalls Sherbakoff Group’s Forward Air FWRD Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$12.5K Hold
500
– – 0.01% 311
2025
Q3 		$12.8K Hold
500
– – 0.01% 309
2025
Q2 		$12.3K Hold
500
– – 0.01% 310
2025
Q1 		$10K Buy
+500
New +$13.8K 0.01% 293
2023
Q4 		$31.4K Hold
500
– – 0.03% 201
2023
Q3 		$34.4K Hold
500
– – 0.03% 185
2023
Q2 		$48.6K Hold
500
– – 0.05% 158
2023
Q1 		$52.4K Buy
+500
New +$52.5K 0.05% 158

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
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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Nalls Sherbakoff Group's FWRD Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Forward Air (FWRD) position steady in Q4 2025 at 500 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #311.

Nalls Sherbakoff Group first reported a position in FWRD in Q1 2023 and has held it in 8 quarters since. The position peaked at $52.4K in Q1 2023. 202 funds tracked by Wall St. Rank hold FWRD as of Q4 2025.

  • Nalls Sherbakoff Group held 500 shares of Forward Air worth $12.5K as of Q4 2025.
  • Nalls Sherbakoff Group left its Forward Air share count unchanged in Q4 2025.
  • Forward Air made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #311 holding.
  • Nalls Sherbakoff Group first reported a position in Forward Air in Q1 2023 and has held it in 8 quarters since.
  • Nalls Sherbakoff Group's Forward Air position peaked at $52.4K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.