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Nvest Wealth Strategies’s Forward Air FWRD Stock Holding History

Nvest Wealth Strategies’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 		$1.62K Hold
120
– – ﹤0.01% 197
2026
Q1 		$2.01K Hold
120
– – ﹤0.01% 180
2025
Q4 		$3K Buy
+120
New +$2.7K ﹤0.01% 172

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
AP
AlpInvest Partners Amsterdam, Netherlands $59.9M AUM 0.03% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Nvest Wealth Strategies's FWRD Position: Q2 2026 in Review

Nvest Wealth Strategies held its Forward Air (FWRD) position steady in Q2 2026 at 120 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Nvest Wealth Strategies first reported a position in FWRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3K in Q4 2025. 53 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Nvest Wealth Strategies held 120 shares of Forward Air worth $1.62K as of Q2 2026.
  • Nvest Wealth Strategies left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #197 holding.
  • Nvest Wealth Strategies first reported a position in Forward Air in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Forward Air position peaked at $3K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.