CMF
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
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

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

Counterpoint Mutual Funds's FWRD Position: Q2 2026 in Review

Counterpoint Mutual Funds held its Forward Air (FWRD) position steady in Q2 2026 at 33,550 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #179.

Counterpoint Mutual Funds first reported a position in FWRD in Q3 2024 and has held it in 5 quarters since. The position peaked at $561K in Q1 2026. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Counterpoint Mutual Funds held 33,550 shares of Forward Air worth $453K as of Q2 2026.
  • Counterpoint Mutual Funds left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up 0.04% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #179 holding.
  • Counterpoint Mutual Funds first reported a position in Forward Air in Q3 2024 and has held it in 5 quarters since.
  • Counterpoint Mutual Funds's Forward Air position peaked at $561K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.