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Spire Wealth Management’s Forward Air FWRD Stock Holding History

Spire Wealth 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
2025
Q2 		– Sell
-2,435
Closed -$48.9K – 2445
2025
Q1 		$48.9K Hold
2,435
– – ﹤0.01% 1288
2024
Q4 		$78.5K Sell
2,435
-2,800
-53% -$97.7K ﹤0.01% 1125
2024
Q3 		$185K Sell
5,235
-45
-0.9% -$1.28K 0.01% 745
2024
Q2 		$101K Buy
5,280
+2,860
+118% +$59.1K ﹤0.01% 891
2024
Q1 		$75.3K Buy
+2,420
New +$101K ﹤0.01% 1086
2023
Q2 		– Sell
-17
Closed -$1.83K – 2442
2023
Q1 		$1.83K Buy
17
+5
+42% +$525 ﹤0.01% 2280
2022
Q4 		$1K Buy
+12
New +$1.26K ﹤0.01% 2186

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

Spire Wealth Management's FWRD Position: Q2 2025 in Review

Spire Wealth Management sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 2,435 shares — an estimated $48.9K sold.

Spire Wealth Management first reported a position in FWRD in Q4 2022 and held it in 7 quarters. The position peaked at $185K in Q3 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Spire Wealth Management reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,435 Forward Air shares in Q2 2025, an estimated $48.9K.
  • Spire Wealth Management first reported a position in Forward Air in Q4 2022 and held it in 7 quarters.
  • Spire Wealth Management's Forward Air position peaked at $185K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.