SSG
FWRD icon

Summit Securities Group’s Forward Air FWRD Stock Holding History

Summit Securities 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
Q2 		– Sell
-25,000
Closed -$502K – 1196
2025
Q1 		$502K Buy
+25,000
New +$690K 0.08% 110

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
ICM
Irenic Capital Management New York $1.54B 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

Summit Securities Group's FWRD Position: Q4 2025 in Review

Summit Securities Group sold out of Forward Air (FWRD) in Q4 2025, closing a stake of 3,862 shares — an estimated $99K sold.

Summit Securities Group first reported a position in FWRD in Q2 2024 and held it in 6 quarters. The position peaked at $303K in Q1 2025. 202 funds tracked by Wall St. Rank hold FWRD as of Q4 2025.

  • Summit Securities Group reported no remaining Forward Air position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,862 Forward Air shares in Q4 2025, an estimated $99K.
  • Summit Securities Group first reported a position in Forward Air in Q2 2024 and held it in 6 quarters.
  • Summit Securities Group's Forward Air position peaked at $303K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Forward Air as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.