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Allied Private Wealth’s Forward Air FWRD Stock Holding History

Allied Private Wealth’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 		$51.1K Buy
+4,199
New +$62.6K 0.03% 238

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Allied Private Wealth's FWRD Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Forward Air (FWRD) in Q2 2026: 4,199 shares worth $51.1K. The stake represents 0.03% of the portfolio and ranks #238 among its holdings.

186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Allied Private Wealth held 4,199 shares of Forward Air worth $51.1K as of Q2 2026.
  • Forward Air was a new Allied Private Wealth position in Q2 2026.
  • Forward Air made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #238 holding.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.