SAG
FWRD icon

SageView Advisory Group’s Forward Air FWRD Stock Holding History

SageView Advisory 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 		$81K Buy
+3,239
New +$72.9K ﹤0.01% 899
2023
Q4 		– Sell
-3,437
Closed -$236K – 681
2023
Q3 		$236K Sell
3,437
-32
-0.9% -$2.82K 0.01% 481
2023
Q2 		$368K Buy
3,469
+191
+6% +$19.6K 0.02% 407
2023
Q1 		$353K Buy
3,278
+17
+0.5% +$1.78K 0.02% 359
2022
Q4 		$342K Buy
+3,261
New +$342K 0.03% 304

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
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 $1.1B 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