Larson Financial Group’s Forward Air FWRD Stock Holding History

Larson Financial Group’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	–	Sell	-168	Closed	-$2.81K	–	3837
2026 Q1	$2.81K	Sell	168 -650	-79%	-$15.8K	﹤0.01%	2859
2025 Q4	$20.4K	Buy	818 +669	+449%	+$15.1K	﹤0.01%	1710
2025 Q3	$3.82K	Buy	149 +144	+2,880%	+$4.14K	﹤0.01%	2456
2025 Q2	$123	Hold	5	–	–	﹤0.01%	3134
2025 Q1	$100	Sell	5 -8	-62%	-$221	﹤0.01%	2911
2024 Q4	$419	Buy	13 +8	+160%	+$279	﹤0.01%	2250
2024 Q3	$177	Hold	5	–	–	﹤0.01%	2403
2024 Q2	$95	Buy	+5	New	+$103	﹤0.01%	2252
2024 Q1	–	Sell	-116	Closed	-$7.29K	–	1839
2023 Q4	$7.29K	Hold	116	–	–	﹤0.01%	1096
2023 Q3	$7.97K	Hold	116	–	–	﹤0.01%	1062
2023 Q2	$12.3K	Hold	116	–	–	﹤0.01%	871
2023 Q1	$12.5K	Hold	116	–	–	﹤0.01%	863
2022 Q4	$12.2K	Hold	116	–	–	﹤0.01%	807
2022 Q3	$10K	Hold	116	–	–	﹤0.01%	790
2022 Q2	$11K	Buy	+116	New	+$10.8K	﹤0.01%	688

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Larson Financial Group's FWRD Position: Q2 2026 in Review

Larson Financial Group sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 168 shares — an estimated $2.81K sold.

Larson Financial Group first reported a position in FWRD in Q2 2022 and held it in 15 quarters. The position peaked at $20.4K in Q4 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Larson Financial Group reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 168 Forward Air shares in Q2 2026, an estimated $2.81K.
Larson Financial Group first reported a position in Forward Air in Q2 2022 and held it in 15 quarters.
Larson Financial Group's Forward Air position peaked at $20.4K in Q4 2025.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.