Creative Planning’s Forward Industries Inc FWDI Stock Holding History

Creative Planning’s Portfolio FWDI Stock Details FWDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$180K	Buy	+23,060	New	+$125K	﹤0.01%	4002
2017 Q3	–	Sell	-600	Closed	-$6K	–	2528
2017 Q2	$6K	Hold	600	–	–	﹤0.01%	3899
2017 Q1	$7K	Hold	600	–	–	﹤0.01%	3789
2016 Q4	$8K	Hold	600	–	–	﹤0.01%	3681
2016 Q3	$9K	Hold	600	–	–	﹤0.01%	3577
2016 Q2	$7K	Hold	600	–	–	﹤0.01%	3456
2016 Q1	$8K	Buy	+600	New	+$7.93K	﹤0.01%	3327
2013 Q4	–	Sell	-10	Closed	–	–	3362
2013 Q3	$0	Buy	+10	New	+$188	﹤0.01%	3254

Other funds holding FWDI

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Creative Planning's FWDI Position: Q3 2026 in Review

Creative Planning opened a new position in Forward Industries Inc (FWDI) in Q3 2026: 23,060 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #4002 among its holdings. This is a return to the name: Creative Planning previously reported a position in FWDI as recently as Q2 2017.

Creative Planning first reported a position in FWDI in Q3 2013 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold FWDI as of Q3 2026.

Creative Planning held 23,060 shares of Forward Industries Inc worth $180K as of Q3 2026.
Forward Industries Inc was a new Creative Planning position in Q3 2026.
Forward Industries Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4002 holding.
Creative Planning first reported a position in Forward Industries Inc in Q3 2013 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held Forward Industries Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.