MassMutual Private Wealth & Trust
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
Q3 		$5K Buy
328
+235
+253% +$3.72K ﹤0.01% 1620
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% -$1.42K ﹤0.01% 1720
2024
Q1 		$4.64K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
BW Gestao de Investimentos
BW Gestao de Investimentos Sao Paulo, Brazil $4.09B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MassMutual Private Wealth & Trust's FWRD Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Forward Air (FWRD) stake by 253% in Q3 2026, buying an estimated $3.72K and bringing the position to 328 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

MassMutual Private Wealth & Trust first reported a position in FWRD in Q1 2014 and has held it in 19 quarters since. The position peaked at $7.62K in Q3 2025. 87 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • MassMutual Private Wealth & Trust held 328 shares of Forward Air worth $5K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 235 Forward Air shares in Q3 2026, an estimated $3.72K.
  • Forward Air made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1620 holding.
  • MassMutual Private Wealth & Trust first reported a position in Forward Air in Q1 2014 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's Forward Air position peaked at $7.62K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.