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 $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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.