Corient Private Wealth
FWRD icon

Corient Private Wealth’s Forward Air FWRD Stock Holding History

Corient Private 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
Q2 		$175K Buy
+12,985
New +$193K ﹤0.01% 2843
2023
Q3 		– Sell
-1,925
Closed -$204K – 2180
2023
Q2 		$204K Sell
1,925
-29
-1% -$2.97K ﹤0.01% 1868
2023
Q1 		$211K Buy
+1,954
New +$205K ﹤0.01% 1780

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

Corient Private Wealth's FWRD Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Forward Air (FWRD) in Q2 2026: 12,985 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #2843 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FWRD as recently as Q2 2023.

Corient Private Wealth first reported a position in FWRD in Q1 2023 and has held it in 3 quarters since. The position peaked at $211K in Q1 2023. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Corient Private Wealth held 12,985 shares of Forward Air worth $175K as of Q2 2026.
  • Forward Air was a new Corient Private Wealth position in Q2 2026.
  • Forward Air made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2843 holding.
  • Corient Private Wealth first reported a position in Forward Air in Q1 2023 and has held it in 3 quarters since.
  • Corient Private Wealth's Forward Air position peaked at $211K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.