GC
FWRD icon

Guggenheim Capital’s Forward Air FWRD Stock Holding History

Guggenheim Capital’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
-8,267
Closed -$207K – 1673
2025
Q4 		$207K Buy
+8,267
New +$186K ﹤0.01% 1678
2023
Q4 		– Sell
-3,389
Closed -$233K – 1900
2023
Q3 		$233K Buy
3,389
+961
+40% +$84.6K ﹤0.01% 1713
2023
Q2 		$258K Buy
2,428
+161
+7% +$16.5K ﹤0.01% 1708
2023
Q1 		$244K Buy
2,267
+293
+15% +$30.8K ﹤0.01% 1743
2022
Q4 		$207K Buy
+1,974
New +$207K ﹤0.01% 1800
2021
Q2 		– Sell
-2,420
Closed -$215K – 2201
2021
Q1 		$215K Sell
2,420
-2,270
-48% -$190K ﹤0.01% 2063
2020
Q4 		$360K Buy
+4,690
New +$325K ﹤0.01% 1770
2020
Q1 		– Sell
-2,972
Closed -$208K – 1898
2019
Q4 		$208K Sell
2,972
-13,098
-82% -$887K ﹤0.01% 1985
2019
Q3 		$1.02M Sell
16,070
-218
-1% -$13.4K 0.01% 1319
2019
Q2 		$963K Sell
16,288
-99
-0.6% -$6.09K 0.01% 1372
2019
Q1 		$1.06M Buy
+16,387
New +$1M 0.01% 1347
2018
Q4 		– Sell
-9,240
Closed -$663K – 2241
2018
Q3 		$663K Sell
9,240
-1,434
-13% -$91.2K ﹤0.01% 1823
2018
Q2 		$629K Sell
10,674
-12,743
-54% -$729K ﹤0.01% 1825
2018
Q1 		$1.24M Sell
23,417
-2,846
-11% -$162K ﹤0.01% 1960
2017
Q4 		$1.51M Buy
26,263
+17,369
+195% +$993K ﹤0.01% 1855
2017
Q3 		$509K Buy
8,894
+2,235
+34% +$118K ﹤0.01% 2380
2017
Q2 		$354K Sell
6,659
-2,537
-28% -$130K ﹤0.01% 2512
2017
Q1 		$436K Sell
9,196
-1,172
-11% -$56.8K ﹤0.01% 2424
2016
Q4 		$491K Buy
10,368
+3,938
+61% +$180K ﹤0.01% 2431
2016
Q3 		$278K Buy
6,430
+914
+17% +$41.5K ﹤0.01% 2581
2016
Q2 		$246K Sell
5,516
-1,642
-23% -$74K ﹤0.01% 2619
2016
Q1 		$324K Buy
7,158
+1,646
+30% +$69.3K ﹤0.01% 2526
2015
Q4 		$237K Sell
5,512
-16,691
-75% -$748K ﹤0.01% 2716
2015
Q3 		$921K Buy
22,203
+1,943
+10% +$91.8K ﹤0.01% 2142
2015
Q2 		$1.06M Buy
20,260
+4,887
+32% +$257K ﹤0.01% 2189
2015
Q1 		$835K Buy
15,373
+3,074
+25% +$157K ﹤0.01% 2321
2014
Q4 		$620K Buy
+12,299
New +$591K ﹤0.01% 2439

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 $3.38T AUM 44.17% 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

Guggenheim Capital's FWRD Position: Q1 2026 in Review

Guggenheim Capital sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 8,267 shares — an estimated $207K sold.

Guggenheim Capital first reported a position in FWRD in Q4 2014 and held it in 27 quarters. The position peaked at $1.51M in Q4 2017. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Guggenheim Capital reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • Guggenheim Capital sold 8,267 Forward Air shares in Q1 2026, an estimated $207K.
  • Guggenheim Capital first reported a position in Forward Air in Q4 2014 and held it in 27 quarters.
  • Guggenheim Capital's Forward Air position peaked at $1.51M in Q4 2017.
  • 193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.