Counterpoint Mutual Funds
FWRD icon

Counterpoint Mutual Funds’s Forward Air FWRD Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-33,550
Closed -$453K – 394
2026
Q2 		$453K Hold
33,550
– – 0.04% 179
2026
Q1 		$561K Buy
33,550
+13,352
+66% +$325K 0.08% 139
2025
Q4 		$505K Buy
20,198
+1,266
+7% +$28.5K 0.04% 116
2025
Q3 		$485K Buy
+18,932
New +$545K 0.04% 171
2024
Q4 		– Sell
-8,732
Closed -$309K – 330
2024
Q3 		$309K Buy
+8,732
New +$248K 0.06% 122

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Independent Financial Group
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Counterpoint Mutual Funds's FWRD Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Forward Air (FWRD) in Q3 2026, closing a stake of 33,550 shares — an estimated $453K sold.

Counterpoint Mutual Funds first reported a position in FWRD in Q3 2024 and held it in 5 quarters. The position peaked at $561K in Q1 2026. 15 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Forward Air position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 33,550 Forward Air shares in Q3 2026, an estimated $453K.
  • Counterpoint Mutual Funds first reported a position in Forward Air in Q3 2024 and held it in 5 quarters.
  • Counterpoint Mutual Funds's Forward Air position peaked at $561K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.