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Basecamp Wealth Advisors’s Forward Air FWRD Stock Holding History

Basecamp 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
2026
Q2 		– Sell
-30
Closed -$501 – 1890
2026
Q1 		$501 Hold
30
– – ﹤0.01% 1726
2025
Q4 		$750 Buy
+30
New +$675 ﹤0.01% 1551

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

Basecamp Wealth Advisors's FWRD Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 30 shares — an estimated $501 sold.

Basecamp Wealth Advisors first reported a position in FWRD in Q4 2025 and held it in 2 quarters. The position peaked at $750 in Q4 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 30 Forward Air shares in Q2 2026, an estimated $501.
  • Basecamp Wealth Advisors first reported a position in Forward Air in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Forward Air position peaked at $750 in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.