Osaic Holdings
FWRD icon

Osaic Holdings’s Forward Air FWRD Stock Holding History

Osaic Holdings’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 		$69.5K Buy
5,147
+331
+7% +$4.93K ﹤0.01% 5230
2026
Q1 		$80.5K Sell
4,816
-220
-4% -$5.36K ﹤0.01% 4843
2025
Q4 		$126K Buy
5,036
+341
+7% +$7.67K ﹤0.01% 4515
2025
Q3 		$141K Sell
4,695
-13
-0.3% -$374 ﹤0.01% 4502
2025
Q2 		$116K Buy
4,708
+5
+0.1% +$89 ﹤0.01% 4390
2025
Q1 		$94.5K Sell
4,703
-22
-0.5% -$607 ﹤0.01% 4217
2024
Q4 		$152K Buy
4,725
+154
+3% +$5.38K ﹤0.01% 3846
2024
Q3 		$162K Sell
4,571
-256
-5% -$7.27K ﹤0.01% 3836
2024
Q2 		$91.9K Buy
4,827
+3,452
+251% +$71.3K ﹤0.01% 4205
2024
Q1 		$42.8K Sell
1,375
-427
-24% -$17.9K ﹤0.01% 4858
2023
Q4 		$113K Sell
1,802
-1,443
-44% -$97.2K ﹤0.01% 4348
2023
Q3 		$223K Buy
3,245
+831
+34% +$73.2K ﹤0.01% 3913
2023
Q2 		$256K Sell
2,414
-213
-8% -$21.8K ﹤0.01% 3695
2023
Q1 		$283K Sell
2,627
-453
-15% -$47.6K ﹤0.01% 3596
2022
Q4 		$323K Buy
3,080
+76
+3% +$7.98K ﹤0.01% 3444
2022
Q3 		$272K Sell
3,004
-66
-2% -$6.48K ﹤0.01% 3467
2022
Q2 		$284K Buy
3,070
+163
+6% +$15.1K ﹤0.01% 3470
2022
Q1 		$282K Sell
2,907
-89
-3% -$9.38K ﹤0.01% 3733
2021
Q4 		$363K Sell
2,996
-175
-6% -$17.9K ﹤0.01% 3379
2021
Q3 		$263K Buy
3,171
+255
+9% +$22.3K ﹤0.01% 3652
2021
Q2 		$261K Sell
2,916
-29
-1% -$2.67K ﹤0.01% 3650
2021
Q1 		$262K Sell
2,945
-160
-5% -$13.4K ﹤0.01% 3505
2020
Q4 		$238K Sell
3,105
-653
-17% -$45.3K ﹤0.01% 3319
2020
Q3 		$214K Buy
3,758
+207
+6% +$11.4K ﹤0.01% 3183
2020
Q2 		$176K Sell
3,551
-662
-16% -$32.5K ﹤0.01% 3244
2020
Q1 		$214K Buy
+4,213
New +$256K ﹤0.01% 2811

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

Osaic Holdings's FWRD Position: Q2 2026 in Review

Osaic Holdings increased its Forward Air (FWRD) stake by 6.9% in Q2 2026, buying an estimated $4.93K and bringing the position to 5,147 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5230.

Osaic Holdings first reported a position in FWRD in Q1 2020 and has held it in 26 quarters since. The position peaked at $363K in Q4 2021. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Osaic Holdings held 5,147 shares of Forward Air worth $69.5K as of Q2 2026.
  • Osaic Holdings bought 331 Forward Air shares in Q2 2026, an estimated $4.93K.
  • Forward Air made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5230 holding.
  • Osaic Holdings first reported a position in Forward Air in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Forward Air position peaked at $363K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.