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
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

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

Covestor's FWRD Position: Q2 2026 in Review

Covestor reduced its Forward Air (FWRD) stake by 84% in Q2 2026, selling an estimated $597K and leaving 7,912 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #316.

Covestor first reported a position in FWRD in Q4 2021 and has held it in 19 quarters since. The position peaked at $970K in Q4 2025. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Covestor held 7,912 shares of Forward Air worth $107K as of Q2 2026.
  • Covestor sold 40,055 Forward Air shares in Q2 2026, an estimated $597K.
  • Forward Air made up 0.06% of Covestor's portfolio in Q2 2026, its #316 holding.
  • Covestor first reported a position in Forward Air in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Forward Air position peaked at $970K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.