MPWT
FWRD icon

MassMutual Private Wealth & Trust’s Forward Air FWRD Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.26K Sell
93
-319
-77% -$4.75K ﹤0.01% 2117
2026
Q1 		$6.88K Buy
412
+124
+43% +$3.02K ﹤0.01% 1531
2025
Q4 		$7.2K Sell
288
-9
-3% -$203 ﹤0.01% 1530
2025
Q3 		$7.62K Buy
297
+48
+19% +$1.38K ﹤0.01% 1506
2025
Q2 		$6.11K Buy
249
+70
+39% +$1.24K ﹤0.01% 1557
2025
Q1 		$3.6K Buy
179
+141
+371% +$3.89K ﹤0.01% 1720
2024
Q4 		$1.23K Hold
38
– – ﹤0.01% 1973
2024
Q3 		$1.34K Sell
38
-42
-53% -$1.19K ﹤0.01% 1767
2024
Q2 		$1.52K Sell
80
-69
-46% -$1.43K ﹤0.01% 1720
2024
Q1 		$4.63K Buy
149
+124
+496% +$5.19K ﹤0.01% 1300
2023
Q4 		$1.57K Sell
25
-13
-34% -$875 ﹤0.01% 1581
2023
Q3 		$2.61K Buy
38
+10
+36% +$880 ﹤0.01% 1430
2023
Q2 		$2.97K Buy
28
+2
+8% +$205 ﹤0.01% 1362
2023
Q1 		$2.8K Hold
26
– – ﹤0.01% 1317
2022
Q4 		$3K Buy
26
+12
+86% +$1.26K ﹤0.01% 1144
2022
Q3 		$1K Buy
14
+5
+56% +$491 ﹤0.01% 1428
2022
Q2 		$1K Buy
+9
New +$834 ﹤0.01% 1314
2014
Q2 		– Sell
-52
Closed -$2.33K – 560
2014
Q1 		$2.4K Buy
+52
New +$2.3K ﹤0.01% 487

Other funds holding FWRD

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's FWRD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Forward Air (FWRD) stake by 77% in Q2 2026, selling an estimated $4.75K and leaving 93 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

MassMutual Private Wealth & Trust first reported a position in FWRD in Q1 2014 and has held it in 18 quarters since. The position peaked at $7.62K in Q3 2025. 28 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 93 shares of Forward Air worth $1.26K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 319 Forward Air shares in Q2 2026, an estimated $4.75K.
  • Forward Air made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2117 holding.
  • MassMutual Private Wealth & Trust first reported a position in Forward Air in Q1 2014 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's Forward Air position peaked at $7.62K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.