CMA
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Cedar Mountain Advisors’s Forward Air FWRD Stock Holding History

Cedar Mountain 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
-25
Closed -$418 – 1193
2026
Q1 		$418 Hold
25
– – ﹤0.01% 1036
2025
Q4 		$625 Sell
25
-3
-11% -$68 ﹤0.01% 578
2025
Q3 		$718 Buy
+28
New +$806 ﹤0.01% 570

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

Cedar Mountain Advisors's FWRD Position: Q2 2026 in Review

Cedar Mountain Advisors sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 25 shares — an estimated $418 sold.

Cedar Mountain Advisors first reported a position in FWRD in Q3 2025 and held it in 3 quarters. The position peaked at $718 in Q3 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Cedar Mountain Advisors reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 25 Forward Air shares in Q2 2026, an estimated $418.
  • Cedar Mountain Advisors first reported a position in Forward Air in Q3 2025 and held it in 3 quarters.
  • Cedar Mountain Advisors's Forward Air position peaked at $718 in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.