EWA
FWRD icon

EverSource Wealth Advisors’s Forward Air FWRD Stock Holding History

EverSource Wealth Advisors’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 		$3.82K Sell
283
-79
-22% -$1.18K ﹤0.01% 3421
2026
Q1 		$6.05K Buy
362
+190
+110% +$4.62K ﹤0.01% 3174
2025
Q4 		$4.3K Buy
172
+97
+129% +$2.18K ﹤0.01% 3183
2025
Q3 		$1.92K Buy
75
+55
+275% +$1.58K ﹤0.01% 3526
2025
Q2 		$490 Sell
20
-234
-92% -$4.16K ﹤0.01% 3905
2025
Q1 		$5.1K Sell
254
-12
-5% -$331 ﹤0.01% 2486
2024
Q4 		$8.58K Buy
266
+4
+2% +$140 ﹤0.01% 2079
2024
Q3 		$9.27K Hold
262
– – ﹤0.01% 1912
2024
Q2 		$6.64K Sell
262
-173
-40% -$3.57K ﹤0.01% 2086
2024
Q1 		$9.58K Buy
435
+387
+806% +$16.2K ﹤0.01% 1709
2023
Q4 		$3.02K Buy
48
+6
+14% +$404 ﹤0.01% 2052
2023
Q3 		$2.89K Sell
42
-383
-90% -$33.7K ﹤0.01% 1895
2023
Q2 		$45.1K Sell
425
-5
-1% -$512 0.01% 876
2023
Q1 		$46.3K Sell
430
-12
-3% -$1.26K 0.01% 816
2022
Q4 		$46.4K Hold
442
– – 0.01% 790
2022
Q3 		$40K Buy
+442
New +$43.4K 0.01% 689

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

EverSource Wealth Advisors's FWRD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Forward Air (FWRD) stake by 22% in Q2 2026, selling an estimated $1.18K and leaving 283 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

EverSource Wealth Advisors first reported a position in FWRD in Q3 2022 and has held it in 16 quarters since. The position peaked at $46.4K in Q4 2022. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • EverSource Wealth Advisors held 283 shares of Forward Air worth $3.82K as of Q2 2026.
  • EverSource Wealth Advisors sold 79 Forward Air shares in Q2 2026, an estimated $1.18K.
  • Forward Air made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3421 holding.
  • EverSource Wealth Advisors first reported a position in Forward Air in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Forward Air position peaked at $46.4K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.