CA
FWRD icon

Clearstead Advisors’s Forward Air FWRD Stock Holding History

Clearstead 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 		$231 Buy
+17
New +$253 ﹤0.01% 3162
2024
Q3 		– Sell
-2,000
Closed -$38.1K – 2064
2024
Q2 		$38.1K Buy
+2,000
New +$41.3K ﹤0.01% 1224

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

Clearstead Advisors's FWRD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Forward Air (FWRD) in Q2 2026: 17 shares worth $231. The stake represents ﹤0.01% of the portfolio and ranks #3162 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FWRD as recently as Q2 2024.

Clearstead Advisors first reported a position in FWRD in Q2 2024 and has held it in 2 quarters since. The position peaked at $38.1K in Q2 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Clearstead Advisors held 17 shares of Forward Air worth $231 as of Q2 2026.
  • Forward Air was a new Clearstead Advisors position in Q2 2026.
  • Forward Air made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3162 holding.
  • Clearstead Advisors first reported a position in Forward Air in Q2 2024 and has held it in 2 quarters since.
  • Clearstead Advisors's Forward Air position peaked at $38.1K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.