UCFA
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United Capital Financial Advisors’s Forward Air FWRD Stock Holding History

United Capital Financial 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
Q1 		– Sell
-6,874
Closed -$222K – 1084
2024
Q4 		$222K Sell
6,874
-201
-3% -$7.02K ﹤0.01% 988
2024
Q3 		$250K Buy
+7,075
New +$201K ﹤0.01% 938

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

United Capital Financial Advisors's FWRD Position: Q1 2025 in Review

United Capital Financial Advisors sold out of Forward Air (FWRD) in Q1 2025, closing a stake of 6,874 shares — an estimated $222K sold.

United Capital Financial Advisors first reported a position in FWRD in Q3 2024 and held it in 2 quarters. The position peaked at $250K in Q3 2024. 194 funds tracked by Wall St. Rank hold FWRD as of Q1 2025.

  • United Capital Financial Advisors reported no remaining Forward Air position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,874 Forward Air shares in Q1 2025, an estimated $222K.
  • United Capital Financial Advisors first reported a position in Forward Air in Q3 2024 and held it in 2 quarters.
  • United Capital Financial Advisors's Forward Air position peaked at $250K in Q3 2024.
  • 194 funds tracked by Wall St. Rank held Forward Air as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.