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MAI Capital Management’s Forward Air FWRD Stock Holding History

MAI Capital 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
Q2 		– Sell
-313
Closed -$5.23K – 3073
2026
Q1 		$5.23K Buy
313
+115
+58% +$2.8K ﹤0.01% 3497
2025
Q4 		$4.95K Sell
198
-2,661
-93% -$59.9K ﹤0.01% 3128
2025
Q3 		$73.3K Sell
2,859
-3,045
-52% -$87.6K ﹤0.01% 1720
2025
Q2 		$145K Buy
5,904
+2,000
+51% +$35.5K ﹤0.01% 1320
2025
Q1 		$78.4K Hold
3,904
– – ﹤0.01% 1522
2024
Q4 		$126K Buy
+3,904
New +$136K ﹤0.01% 1334

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

MAI Capital Management's FWRD Position: Q2 2026 in Review

MAI Capital Management sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 313 shares — an estimated $5.23K sold.

MAI Capital Management first reported a position in FWRD in Q4 2024 and held it in 6 quarters. The position peaked at $145K in Q2 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • MAI Capital Management reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 313 Forward Air shares in Q2 2026, an estimated $5.23K.
  • MAI Capital Management first reported a position in Forward Air in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Forward Air position peaked at $145K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.