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Prestige Wealth Management Group’s Forward Air FWRD Stock Holding History

Prestige Wealth Management Group’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 		$230 Hold
17
– – ﹤0.01% 1082
2026
Q1 		$285 Sell
17
-2
-11% -$49 ﹤0.01% 1044
2025
Q4 		$475 Buy
+19
New +$428 ﹤0.01% 957
2024
Q2 		– Sell
-6
Closed -$187 – 1012
2024
Q1 		$187 Buy
+6
New +$251 ﹤0.01% 1001

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

Prestige Wealth Management Group's FWRD Position: Q2 2026 in Review

Prestige Wealth Management Group held its Forward Air (FWRD) position steady in Q2 2026 at 17 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Prestige Wealth Management Group first reported a position in FWRD in Q1 2024 and has held it in 4 quarters since. The position peaked at $475 in Q4 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Prestige Wealth Management Group held 17 shares of Forward Air worth $230 as of Q2 2026.
  • Prestige Wealth Management Group left its Forward Air share count unchanged in Q2 2026.
  • Forward Air made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1082 holding.
  • Prestige Wealth Management Group first reported a position in Forward Air in Q1 2024 and has held it in 4 quarters since.
  • Prestige Wealth Management Group's Forward Air position peaked at $475 in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.