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Essential Partners’s Forward Air FWRD Stock Holding History

Essential Partners’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
Q3 		$1.52K Buy
100
+61
+156% +$966 ﹤0.01% 2024
2026
Q2 		$527 Buy
39
+34
+680% +$507 ﹤0.01% 2466
2026
Q1 		$84 Buy
+5
New +$122 ﹤0.01% 2738

Other funds holding FWRD

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's FWRD Position: Q3 2026 in Review

Essential Partners increased its Forward Air (FWRD) stake by 156% in Q3 2026, buying an estimated $966 and bringing the position to 100 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Essential Partners first reported a position in FWRD in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • Essential Partners held 100 shares of Forward Air worth $1.52K as of Q3 2026.
  • Essential Partners bought 61 Forward Air shares in Q3 2026, an estimated $966.
  • Forward Air made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2024 holding.
  • Essential Partners first reported a position in Forward Air in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.