RIL
FWRD icon

Rothschild Investment LLC’s Forward Air FWRD Stock Holding History

Rothschild Investment LLC’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 		$1.17M Sell
70,019
-36
-0.1% -$876 0.06% 243
2025
Q4 		$1.75M Sell
70,055
-200,010
-74% -$4.5M 0.1% 169
2025
Q3 		$6.92M Buy
270,065
+269,985
+337,481% +$7.77M 0.39% 63
2025
Q2 		$1.96K Buy
80
+55
+220% +$977 ﹤0.01% 2096
2025
Q1 		$502 Sell
25
-30
-55% -$828 ﹤0.01% 2610
2024
Q4 		$1.77K Buy
55
+10
+22% +$349 ﹤0.01% 1880
2024
Q3 		$1.59K Buy
45
+40
+800% +$1.14K ﹤0.01% 1848
2024
Q2 		$95 Hold
5
– – ﹤0.01% 2749
2024
Q1 		$156 Buy
+5
New +$209 ﹤0.01% 1882

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