PWPS
FWRD icon

Pinnacle Wealth Planning Services’s Forward Air FWRD Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-176
Closed -$2.94K – 2783
2026
Q1 		$2.94K Sell
176
-441
-71% -$10.7K ﹤0.01% 2373
2025
Q4 		$15.4K Buy
+617
New +$13.9K ﹤0.01% 1835
2021
Q1 		– Sell
-317
Closed -$24K – 962
2020
Q4 		$24K Buy
+317
New +$22K 0.01% 1086

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

Pinnacle Wealth Planning Services's FWRD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 176 shares — an estimated $2.94K sold.

Pinnacle Wealth Planning Services first reported a position in FWRD in Q4 2020 and held it in 3 quarters. The position peaked at $24K in Q4 2020. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 176 Forward Air shares in Q2 2026, an estimated $2.94K.
  • Pinnacle Wealth Planning Services first reported a position in Forward Air in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Forward Air position peaked at $24K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.