Covestor
FWRD icon

Covestor’s Forward Air FWRD Stock Holding History

Covestor’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 		$41K Sell
2,683
-5,229
-66% -$82.8K 0.03% 840
2026
Q2 		$107K Sell
7,912
-40,055
-84% -$597K 0.06% 316
2026
Q1 		$801K Buy
47,967
+9,137
+24% +$222K 0.55% 25
2025
Q4 		$970K Buy
38,830
+21,374
+122% +$481K 0.51% 19
2025
Q3 		$447K Buy
17,456
+17,451
+349,020% +$502K 0.25% 39
2025
Q2 		$0 Buy
5
+3
+150% +$53 ﹤0.01% 2396
2025
Q1 		$0 Hold
2
– – ﹤0.01% 2404
2024
Q4 		$0 Hold
2
– – ﹤0.01% 2414
2024
Q3 		$0 Sell
2
-56
-97% -$1.59K ﹤0.01% 2396
2024
Q2 		$1K Sell
58
-283
-83% -$5.84K ﹤0.01% 2001
2024
Q1 		$11K Buy
341
+26
+8% +$1.09K 0.01% 1506
2023
Q4 		$20K Sell
315
-176
-36% -$11.8K 0.01% 1199
2023
Q3 		$34K Sell
491
-419
-46% -$36.9K 0.03% 918
2023
Q2 		$97K Sell
910
-337
-27% -$34.5K 0.07% 461
2023
Q1 		$134K Buy
1,247
+442
+55% +$46.4K 0.12% 240
2022
Q4 		$84K Sell
805
-70
-8% -$7.35K 0.07% 489
2022
Q3 		$79K Buy
875
+867
+10,838% +$85.1K 0.07% 479
2022
Q2 		$1K Buy
8
+1
+14% +$93 ﹤0.01% 1725
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1824
2021
Q4 		$1K Buy
+7
New +$716 ﹤0.01% 1757

Other funds holding FWRD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Covestor's FWRD Position: Q3 2026 in Review

Covestor reduced its Forward Air (FWRD) stake by 66% in Q3 2026, selling an estimated $82.8K and leaving 2,683 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #840.

Covestor first reported a position in FWRD in Q4 2021 and has held it in 20 quarters since. The position peaked at $970K in Q4 2025. 115 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Covestor held 2,683 shares of Forward Air worth $41K as of Q3 2026.
  • Covestor sold 5,229 Forward Air shares in Q3 2026, an estimated $82.8K.
  • Forward Air made up 0.03% of Covestor's portfolio in Q3 2026, its #840 holding.
  • Covestor first reported a position in Forward Air in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Forward Air position peaked at $970K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.