Advisory Services Network’s Forward Air FWRD Stock Holding History

Advisory Services Network’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 Q2	$984K	Buy	+72,798	New	+$1.08M	0.01%	1026
2025 Q4	–	Sell	-1	Closed	-$26	–	2745
2025 Q3	$26	Buy	+1	New	+$29	﹤0.01%	4491
2023 Q2	–	Sell	-287	Closed	-$30.9K	–	2261
2023 Q1	$30.9K	Sell	287 -4	-1%	-$420	﹤0.01%	2274
2022 Q4	$30.5K	Buy	+291	New	+$30.5K	﹤0.01%	2227
2021 Q3	–	Sell	-287	Closed	-$26K	–	2092
2021 Q2	$26K	Buy	+287	New	+$26.4K	﹤0.01%	2356
2021 Q1	–	Sell	-287	Closed	-$22K	–	1912
2020 Q4	$22K	Sell	287 -235	-45%	-$16.3K	﹤0.01%	2104
2020 Q3	$30K	Buy	+522	New	+$28.6K	﹤0.01%	1859
2020 Q2	–	Sell	-619	Closed	-$32K	–	1663
2020 Q1	$32K	Buy	619 +119	+24%	+$7.23K	﹤0.01%	1601
2019 Q4	$35K	Sell	500 -183	-27%	-$12.4K	﹤0.01%	1693
2019 Q3	$41K	Hold	683	–	–	﹤0.01%	1457
2019 Q2	$41K	Buy	683 +283	+71%	+$17.4K	﹤0.01%	1455
2019 Q1	$26K	Hold	400	–	–	﹤0.01%	1500
2018 Q4	$22K	Sell	400 -36	-8%	-$2.21K	﹤0.01%	1447
2018 Q3	$31K	Sell	436 -25	-5%	-$1.59K	﹤0.01%	1412
2018 Q2	$29K	Hold	461	–	–	﹤0.01%	1406
2018 Q1	$24K	Buy	461 +314	+214%	+$17.9K	﹤0.01%	1588
2017 Q4	$8K	Buy	+147	New	+$8.41K	﹤0.01%	1919

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Advisory Services Network's FWRD Position: Q2 2026 in Review

Advisory Services Network opened a new position in Forward Air (FWRD) in Q2 2026: 72,798 shares worth $984K. The stake represents 0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in FWRD as recently as Q3 2025.

Advisory Services Network first reported a position in FWRD in Q4 2017 and has held it in 17 quarters since. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Advisory Services Network held 72,798 shares of Forward Air worth $984K as of Q2 2026.
Forward Air was a new Advisory Services Network position in Q2 2026.
Forward Air made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1026 holding.
Advisory Services Network first reported a position in Forward Air in Q4 2017 and has held it in 17 quarters since.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.