SAM
FWRD icon

Smartleaf Asset Management’s Forward Air FWRD Stock Holding History

Smartleaf Asset Management’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 		$535 Hold
34
– – ﹤0.01% 3216
2025
Q4 		$860 Buy
34
+23
+209% +$518 ﹤0.01% 3180
2025
Q3 		$288 Buy
+11
New +$316 ﹤0.01% 2917
2025
Q2 		– Sell
-31
Closed -$642 – 2814
2025
Q1 		$642 Sell
31
-158
-84% -$4.36K ﹤0.01% 2658
2024
Q4 		$6.22K Buy
189
+144
+320% +$5.03K ﹤0.01% 2172
2024
Q3 		$1.59K Sell
45
-260
-85% -$7.38K ﹤0.01% 2551
2024
Q2 		$6.06K Buy
+305
New +$6.3K ﹤0.01% 1704
2024
Q1 		– Sell
-1
Closed – – 1863
2023
Q4 		$0 Buy
+1
New +$67 ﹤0.01% 1165

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