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Garton & Associates Financial Advisors’s Forward Air FWRD Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,430
Closed -$35.8K – 331
2025
Q4 		$35.8K Buy
+1,430
New +$32.2K 0.02% 458

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
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Garton & Associates Financial Advisors's FWRD Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 1,430 shares — an estimated $35.8K sold.

Garton & Associates Financial Advisors first reported a position in FWRD in Q4 2025 and held it in 1 quarter. The position peaked at $35.8K in Q4 2025. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,430 Forward Air shares in Q1 2026, an estimated $35.8K.
  • Garton & Associates Financial Advisors first reported a position in Forward Air in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Forward Air position peaked at $35.8K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.