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Cornerstone Wealth’s Forward Air FWRD Stock Holding History

Cornerstone 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 		$283K Buy
22,394
+3,302
+17% +$49.2K 0.14% 80
2026
Q1 		$428K Buy
+19,092
New +$465K 0.24% 61

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

Cornerstone Wealth's FWRD Position: Q2 2026 in Review

Cornerstone Wealth increased its Forward Air (FWRD) stake by 17% in Q2 2026, buying an estimated $49.2K and bringing the position to 22,394 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #80.

Cornerstone Wealth first reported a position in FWRD in Q1 2026 and has held it in 2 quarters since. The position peaked at $428K in Q1 2026. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Cornerstone Wealth held 22,394 shares of Forward Air worth $283K as of Q2 2026.
  • Cornerstone Wealth bought 3,302 Forward Air shares in Q2 2026, an estimated $49.2K.
  • Forward Air made up 0.14% of Cornerstone Wealth's portfolio in Q2 2026, its #80 holding.
  • Cornerstone Wealth first reported a position in Forward Air in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth's Forward Air position peaked at $428K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.