KAS
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Kestra Advisory Services’s Forward Air FWRD Stock Holding History

Kestra Advisory Services’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
-2,953
Closed -$73.8K – 3598
2025
Q4 		$73.8K Buy
+2,953
New +$66.5K ﹤0.01% 3668

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

Kestra Advisory Services's FWRD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 2,953 shares — an estimated $73.8K sold.

Kestra Advisory Services first reported a position in FWRD in Q4 2025 and held it in 1 quarter. The position peaked at $73.8K in Q4 2025. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Kestra Advisory Services reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,953 Forward Air shares in Q1 2026, an estimated $73.8K.
  • Kestra Advisory Services first reported a position in Forward Air in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Forward Air position peaked at $73.8K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.