Carlyle Group’s Forward Air FWRD Stock Holding History

Carlyle Group’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	$1.45M	Hold	107,214	–	–	0.01%	10
2026 Q1	$1.79M	Hold	107,214	–	–	0.02%	10
2025 Q4	$3.09M	Hold	107,214	–	–	0.02%	10
2025 Q3	$3.14M	Hold	107,214	–	–	0.07%	8
2025 Q2	$2.95M	Hold	107,214	–	–	0.06%	11
2025 Q1	$2.67M	Hold	107,214	–	–	0.07%	14
2024 Q4	$4.1M	Hold	107,214	–	–	0.1%	11
2024 Q3	$4.12M	Buy	+107,214	New	+$3.04M	0.43%	14

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

Carlyle Group's FWRD Position: Q2 2026 in Review

Carlyle Group held its Forward Air (FWRD) position steady in Q2 2026 at 107,214 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #10.

Carlyle Group first reported a position in FWRD in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.12M in Q3 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Carlyle Group held 107,214 shares of Forward Air worth $1.45M as of Q2 2026.
Carlyle Group left its Forward Air share count unchanged in Q2 2026.
Forward Air made up 0.01% of Carlyle Group's portfolio in Q2 2026, its #10 holding.
Carlyle Group first reported a position in Forward Air in Q3 2024 and has held it in 8 quarters since.
Carlyle Group's Forward Air position peaked at $4.12M in Q3 2024.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Carlyle Group's 13F filing for Q2 2026, filed 7 Aug 2026.