GAMMA Investing’s Forward Air FWRD Stock Holding History

GAMMA Investing’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	$19.1K	Sell	1,412 -1,409	-50%	-$21K	﹤0.01%	2862
2026 Q1	$47.1K	Sell	2,821 -207	-7%	-$5.04K	﹤0.01%	2220
2025 Q4	$75.7K	Sell	3,028 -192	-6%	-$4.32K	﹤0.01%	1777
2025 Q3	$82.6K	Buy	3,220 +115	+4%	+$3.31K	﹤0.01%	1641
2025 Q2	$76.2K	Buy	3,105 +790	+34%	+$14K	﹤0.01%	1627
2025 Q1	$46.5K	Sell	2,315 -1,279	-36%	-$35.3K	﹤0.01%	1840
2024 Q4	$116K	Sell	3,594 -174	-5%	-$6.07K	0.01%	1002
2024 Q3	$133K	Buy	3,768 +1,776	+89%	+$50.4K	0.01%	818
2024 Q2	$37.9K	Buy	1,992 +1,910	+2,329%	+$39.4K	0.01%	1388
2024 Q1	$2.55K	Sell	82 -36	-31%	-$1.51K	﹤0.01%	2678
2023 Q4	$5.23K	Buy	+118	New	+$7.94K	﹤0.01%	2223

Other funds holding FWRD

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return