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FWRD icon

Basepoint Wealth’s Forward Air FWRD Stock Holding History

Basepoint 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
Q1 		$1.67K Hold
100
– – ﹤0.01% 541
2025
Q4 		$2.5K Buy
+100
New +$2.25K ﹤0.01% 506

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
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Basepoint Wealth's FWRD Position: Q1 2026 in Review

Basepoint Wealth held its Forward Air (FWRD) position steady in Q1 2026 at 100 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Basepoint Wealth first reported a position in FWRD in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.5K in Q4 2025. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Basepoint Wealth held 100 shares of Forward Air worth $1.67K as of Q1 2026.
  • Basepoint Wealth left its Forward Air share count unchanged in Q1 2026.
  • Forward Air made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #541 holding.
  • Basepoint Wealth first reported a position in Forward Air in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Forward Air position peaked at $2.5K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.