Envestnet Portfolio Solutions
FWRD icon

Envestnet Portfolio Solutions’s Forward Air FWRD Stock Holding History

Envestnet Portfolio Solutions’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 		$349K Buy
25,807
+284
+1% +$4.23K ﹤0.01% 1118
2026
Q1 		$426K Sell
25,523
-187
-0.7% -$4.55K ﹤0.01% 967
2025
Q4 		$643K Buy
25,710
+202
+0.8% +$4.55K ﹤0.01% 945
2025
Q3 		$654K Buy
25,508
+10,945
+75% +$315K ﹤0.01% 919
2025
Q2 		$357K Buy
+14,563
New +$259K ﹤0.01% 1259

Other funds holding FWRD

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Envestnet Portfolio Solutions's FWRD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Forward Air (FWRD) stake by 1.1% in Q2 2026, buying an estimated $4.23K and bringing the position to 25,807 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Envestnet Portfolio Solutions first reported a position in FWRD in Q2 2025 and has held it in 5 quarters since. The position peaked at $654K in Q3 2025. 28 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Envestnet Portfolio Solutions held 25,807 shares of Forward Air worth $349K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 284 Forward Air shares in Q2 2026, an estimated $4.23K.
  • Forward Air made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1118 holding.
  • Envestnet Portfolio Solutions first reported a position in Forward Air in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Forward Air position peaked at $654K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.