LPL Financial
FWRD icon

LPL Financial’s Forward Air FWRD Stock Holding History

LPL Financial’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 		$574K Buy
42,485
+170
+0.4% +$2.53K ﹤0.01% 4907
2026
Q1 		$707K Sell
42,315
-913
-2% -$22.2K ﹤0.01% 4460
2025
Q4 		$1.08M Buy
43,228
+655
+2% +$14.7K ﹤0.01% 3994
2025
Q3 		$1.09M Buy
42,573
+32,567
+325% +$937K ﹤0.01% 3912
2025
Q2 		$246K Buy
+10,006
New +$178K ﹤0.01% 4930
2025
Q1 		– Sell
-7,705
Closed -$248K – 5422
2024
Q4 		$248K Sell
7,705
-1,416
-16% -$49.4K ﹤0.01% 4672
2024
Q3 		$323K Sell
9,121
-2,886
-24% -$81.9K ﹤0.01% 4368
2024
Q2 		$229K Buy
12,007
+1,294
+12% +$26.7K ﹤0.01% 4463
2024
Q1 		$333K Sell
10,713
-920
-8% -$38.5K ﹤0.01% 4121
2023
Q4 		$731K Buy
11,633
+4,530
+64% +$305K ﹤0.01% 3335
2023
Q3 		$488K Sell
7,103
-307
-4% -$27K ﹤0.01% 3509
2023
Q2 		$786K Buy
7,410
+62
+0.8% +$6.35K ﹤0.01% 3051
2023
Q1 		$792K Sell
7,348
-181
-2% -$19K ﹤0.01% 2942
2022
Q4 		$790K Buy
7,529
+1,127
+18% +$118K ﹤0.01% 2831
2022
Q3 		$578K Buy
6,402
+364
+6% +$35.7K ﹤0.01% 3022
2022
Q2 		$555K Buy
6,038
+445
+8% +$41.2K ﹤0.01% 3116
2022
Q1 		$547K Buy
5,593
+102
+2% +$10.7K ﹤0.01% 3131
2021
Q4 		$665K Buy
5,491
+2,278
+71% +$233K ﹤0.01% 3031
2021
Q3 		$267K Buy
+3,213
New +$281K ﹤0.01% 3745
2021
Q2 		– Sell
-4,406
Closed -$391K – 4253
2021
Q1 		$391K Buy
4,406
+203
+5% +$17K ﹤0.01% 3244
2020
Q4 		$323K Buy
+4,203
New +$292K ﹤0.01% 3143

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

LPL Financial's FWRD Position: Q2 2026 in Review

LPL Financial increased its Forward Air (FWRD) stake by 0.4% in Q2 2026, buying an estimated $2.53K and bringing the position to 42,485 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #4907.

LPL Financial first reported a position in FWRD in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2025. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • LPL Financial held 42,485 shares of Forward Air worth $574K as of Q2 2026.
  • LPL Financial bought 170 Forward Air shares in Q2 2026, an estimated $2.53K.
  • Forward Air made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4907 holding.
  • LPL Financial first reported a position in Forward Air in Q4 2020 and has held it in 21 quarters since.
  • LPL Financial's Forward Air position peaked at $1.09M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.