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Principal Securities’s Forward Air FWRD Stock Holding History

Principal Securities’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
Q2 		– Sell
-30
Closed -$968 – 3761
2025
Q1 		$968 Hold
30
– – ﹤0.01% 3218
2024
Q4 		$968 Hold
30
– – ﹤0.01% 3211
2024
Q3 		$1.06K Hold
30
– – ﹤0.01% 3124
2024
Q2 		$571 Sell
30
-19
-39% -$392 ﹤0.01% 3178
2024
Q1 		$1.52K Sell
49
-16
-25% -$669 ﹤0.01% 2941
2023
Q4 		$4.09K Buy
+65
New +$4.38K ﹤0.01% 2605

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's FWRD Position: Q2 2025 in Review

Principal Securities sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 30 shares — an estimated $968 sold.

Principal Securities first reported a position in FWRD in Q4 2023 and held it in 6 quarters. The position peaked at $4.09K in Q4 2023. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Principal Securities reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 30 Forward Air shares in Q2 2025, an estimated $968.
  • Principal Securities first reported a position in Forward Air in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Forward Air position peaked at $4.09K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.