HWM
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HB Wealth Management’s Forward Air FWRD Stock Holding History

HB 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
Q1 		– Sell
-9,285
Closed -$232K – 1570
2025
Q4 		$232K Buy
9,285
+69
+0.7% +$1.55K ﹤0.01% 1271
2025
Q3 		$236K Buy
+9,216
New +$265K ﹤0.01% 1191

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

HB Wealth Management's FWRD Position: Q1 2026 in Review

HB Wealth Management sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 9,285 shares — an estimated $232K sold.

HB Wealth Management first reported a position in FWRD in Q3 2025 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • HB Wealth Management reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 9,285 Forward Air shares in Q1 2026, an estimated $232K.
  • HB Wealth Management first reported a position in Forward Air in Q3 2025 and held it in 2 quarters.
  • HB Wealth Management's Forward Air position peaked at $236K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.