Twin Peaks Wealth Advisors’s Forward Air FWRD Stock Holding History

Twin Peaks Wealth Advisors’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 Q3	–	Sell	-6	Closed	-$175	–	906
2025 Q2	$175	Buy	+6	New	+$107	﹤0.01%	2048

Other funds holding FWRD

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

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

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Twin Peaks Wealth Advisors's FWRD Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Forward Air (FWRD) in Q3 2025, closing a stake of 6 shares — an estimated $175 sold.

Twin Peaks Wealth Advisors first reported a position in FWRD in Q2 2025 and held it in 1 quarter. The position peaked at $175 in Q2 2025. 202 funds tracked by Wall St. Rank hold FWRD as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Forward Air position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 6 Forward Air shares in Q3 2025, an estimated $175.
Twin Peaks Wealth Advisors first reported a position in Forward Air in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Forward Air position peaked at $175 in Q2 2025.
202 funds tracked by Wall St. Rank held Forward Air as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.