Creative Planning
FWRD icon

Creative Planning’s Forward Air FWRD Stock Holding History

Creative Planning’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 		$337K Sell
24,955
-8,940
-26% -$133K ﹤0.01% 3485
2026
Q1 		$566K Buy
33,895
+12,033
+55% +$293K ﹤0.01% 2934
2025
Q4 		$547K Buy
21,862
+3,452
+19% +$77.7K ﹤0.01% 2763
2025
Q3 		$472K Buy
18,410
+402
+2% +$11.6K ﹤0.01% 2777
2025
Q2 		$442K Sell
18,008
-2,634
-13% -$46.8K ﹤0.01% 2575
2025
Q1 		$415K Buy
20,642
+616
+3% +$17K ﹤0.01% 2469
2024
Q4 		$646K Buy
20,026
+141
+0.7% +$4.92K ﹤0.01% 1996
2024
Q3 		$704K Buy
19,885
+1,129
+6% +$32K ﹤0.01% 1807
2024
Q2 		$357K Buy
18,756
+168
+0.9% +$3.47K ﹤0.01% 2217
2024
Q1 		$578K Buy
18,588
+8,563
+85% +$358K ﹤0.01% 1747
2023
Q4 		$630K Sell
10,025
-165
-2% -$11.1K ﹤0.01% 1533
2023
Q3 		$700K Sell
10,190
-462
-4% -$40.7K ﹤0.01% 1341
2023
Q2 		$1.13M Sell
10,652
-1,111
-9% -$114K ﹤0.01% 1074
2023
Q1 		$1.27M Buy
11,763
+1,064
+10% +$112K ﹤0.01% 960
2022
Q4 		$1.12M Buy
+10,699
New +$1.12M ﹤0.01% 982
2014
Q3 		– Sell
-86
Closed -$4K – 4056
2014
Q2 		$4K Buy
+86
New +$3.86K ﹤0.01% 3300

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

Creative Planning's FWRD Position: Q2 2026 in Review

Creative Planning reduced its Forward Air (FWRD) stake by 26% in Q2 2026, selling an estimated $133K and leaving 24,955 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Creative Planning first reported a position in FWRD in Q2 2014 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2023. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Creative Planning held 24,955 shares of Forward Air worth $337K as of Q2 2026.
  • Creative Planning sold 8,940 Forward Air shares in Q2 2026, an estimated $133K.
  • Forward Air made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3485 holding.
  • Creative Planning first reported a position in Forward Air in Q2 2014 and has held it in 16 quarters since.
  • Creative Planning's Forward Air position peaked at $1.27M in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.