C
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
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% 2400
2025
Q1 		$0 Hold
2
– – ﹤0.01% 2406
2024
Q4 		$0 Hold
2
– – ﹤0.01% 2419
2024
Q3 		$0 Sell
2
-56
-97% -$1.59K ﹤0.01% 2398
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

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return