OF
FWRD icon

Optimize Financial’s Forward Air FWRD Stock Holding History

Optimize Financial’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
Q1 		– Sell
-10,762
Closed -$269K – 368
2025
Q4 		$269K Buy
10,762
+152
+1% +$3.42K 0.14% 295
2025
Q3 		$272K Buy
+10,610
New +$305K 0.14% 298

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
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Optimize Financial's FWRD Position: Q1 2026 in Review

Optimize Financial sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 10,762 shares — an estimated $269K sold.

Optimize Financial first reported a position in FWRD in Q3 2025 and held it in 2 quarters. The position peaked at $272K in Q3 2025. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • Optimize Financial reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 10,762 Forward Air shares in Q1 2026, an estimated $269K.
  • Optimize Financial first reported a position in Forward Air in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Forward Air position peaked at $272K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.