NSIM
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North Star Investment Management’s Forward Air FWRD Stock Holding History

North Star Investment 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 		$3.51K Hold
260
– – ﹤0.01% 1321
2026
Q1 		$4.34K Buy
260
+20
+8% +$487 ﹤0.01% 1220
2025
Q4 		$6K Hold
240
– – ﹤0.01% 1063
2025
Q3 		$6.15K Sell
240
-90
-27% -$2.59K ﹤0.01% 997
2025
Q2 		$8.1K Hold
330
– – ﹤0.01% 924
2025
Q1 		$6.63K Hold
330
– – ﹤0.01% 929
2024
Q4 		$10.6K Hold
330
– – ﹤0.01% 862
2024
Q3 		$11.7K Hold
330
– – ﹤0.01% 807
2024
Q2 		$6.28K Buy
330
+70
+27% +$1.45K ﹤0.01% 891
2024
Q1 		$8.09K Buy
+260
New +$10.9K ﹤0.01% 894

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

North Star Investment Management's FWRD Position: Q2 2026 in Review

North Star Investment Management held its Forward Air (FWRD) position steady in Q2 2026 at 260 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

North Star Investment Management first reported a position in FWRD in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7K in Q3 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • North Star Investment Management held 260 shares of Forward Air worth $3.51K as of Q2 2026.
  • North Star Investment Management left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1321 holding.
  • North Star Investment Management first reported a position in Forward Air in Q1 2024 and has held it in 10 quarters since.
  • North Star Investment Management's Forward Air position peaked at $11.7K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.