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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 		– Sell
-144
Closed -$1K – 2440
2025
Q4 		$1K Buy
+144
New +$3.24K ﹤0.01% 2061

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B 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

Covestor's FWRD Position: Q1 2026 in Review

Covestor increased its Forward Air (FWRD) stake by 24% in Q1 2026, buying an estimated $222K and bringing the position to 47,967 shares worth $801K. The position accounts for 0.55% of the portfolio, ranked #25.

Covestor first reported a position in FWRD in Q4 2021 and has held it in 18 quarters since. The position peaked at $970K in Q4 2025. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Covestor held 47,967 shares of Forward Air worth $801K as of Q1 2026.
  • Covestor bought 9,137 Forward Air shares in Q1 2026, an estimated $222K.
  • Forward Air made up 0.55% of Covestor's portfolio in Q1 2026, its #25 holding.
  • Covestor first reported a position in Forward Air in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Forward Air position peaked at $970K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.