NewEdge Advisors’s Forward Air FWRD Stock Holding History

NewEdge Advisors’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	$243	Hold	18	–	–	﹤0.01%	4109
2026 Q1	$301	Sell	18 -2	-10%	-$49	﹤0.01%	4039
2025 Q4	$500	Hold	20	–	–	﹤0.01%	4060
2025 Q3	$513	Hold	20	–	–	﹤0.01%	3950
2025 Q2	$491	Hold	20	–	–	﹤0.01%	3803
2025 Q1	$402	Hold	20	–	–	﹤0.01%	3741
2024 Q4	$645	Hold	20	–	–	﹤0.01%	3626
2024 Q3	$708	Hold	20	–	–	﹤0.01%	3568
2024 Q2	$381	Hold	20	–	–	﹤0.01%	3602
2024 Q1	$622	Hold	20	–	–	﹤0.01%	3564
2023 Q4	$1.26K	Buy	+20	New	+$1.35K	﹤0.01%	3427
2023 Q1	–	Sell	-449	Closed	-$47.1K	–	3696
2022 Q4	$47.1K	Buy	+449	New	+$47.1K	﹤0.01%	1744

Other funds holding FWRD

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

VCM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

NewEdge Advisors's FWRD Position: Q2 2026 in Review

NewEdge Advisors held its Forward Air (FWRD) position steady in Q2 2026 at 18 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #4109.

NewEdge Advisors first reported a position in FWRD in Q4 2022 and has held it in 12 quarters since. The position peaked at $47.1K in Q4 2022. 115 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

NewEdge Advisors held 18 shares of Forward Air worth $243 as of Q2 2026.
NewEdge Advisors left its Forward Air share count unchanged in Q2 2026.
Forward Air made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4109 holding.
NewEdge Advisors first reported a position in Forward Air in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's Forward Air position peaked at $47.1K in Q4 2022.
115 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.