PA
FWRD icon

Paralel Advisors’s Forward Air FWRD Stock Holding History

Paralel Advisors’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 		$16.3M Hold
975,000
– – 0.68% 22
2025
Q4 		$24.4M Hold
975,000
– – 0.95% 21
2025
Q3 		$25M Hold
975,000
– – 0.97% 21
2025
Q2 		$23.9M Hold
975,000
– – 0.97% 22
2025
Q1 		$19.6M Buy
975,000
+225,000
+30% +$6.21M 0.81% 21
2024
Q4 		$24.2M Hold
750,000
– – 1.03% 20
2024
Q3 		$26.6M Hold
750,000
– – 1.16% 20
2024
Q2 		$14.3M Buy
750,000
+240,000
+47% +$4.96M 0.68% 22
2024
Q1 		$15.9M Buy
+510,000
New +$21.3M 0.73% 22

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return