GWM
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Gilpin Wealth Management’s Forward Air FWRD Stock Holding History

Gilpin Wealth Management’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 		$82 Buy
6
+2
+50% +$30 ﹤0.01% 1029
2026
Q1 		$67 Buy
+4
New +$97 ﹤0.01% 977

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

Gilpin Wealth Management's FWRD Position: Q2 2026 in Review

Gilpin Wealth Management increased its Forward Air (FWRD) stake by 50% in Q2 2026, buying an estimated $30 and bringing the position to 6 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Gilpin Wealth Management first reported a position in FWRD in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Forward Air worth $82 as of Q2 2026.
  • Gilpin Wealth Management bought 2 Forward Air shares in Q2 2026, an estimated $30.
  • Forward Air made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • Gilpin Wealth Management first reported a position in Forward Air in Q1 2026 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

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