Private Management Group’s Forward Air FWRD Stock Holding History

Private 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	$15.5M	Sell	1,145,760 -9,645	-0.8%	-$144K	0.41%	95
2026 Q1	$19.3M	Buy	1,155,405 +226,598	+24%	+$5.52M	0.56%	79
2025 Q4	$23.2M	Sell	928,807 -7,680	-0.8%	-$173K	0.68%	67
2025 Q3	$24M	Sell	936,487 -109,739	-10%	-$3.16M	0.71%	60
2025 Q2	$25.7M	Buy	1,046,226 +83,600	+9%	+$1.48M	0.83%	48
2025 Q1	$19.3M	Sell	962,626 -5,011	-0.5%	-$138K	0.69%	66
2024 Q4	$31.2M	Sell	967,637 -48,877	-5%	-$1.71M	1.13%	25
2024 Q3	$36M	Sell	1,016,514 -320,173	-24%	-$9.09M	1.26%	17
2024 Q2	$25.5M	Buy	1,336,687 +339,982	+34%	+$7.02M	0.98%	36
2024 Q1	$31M	Buy	+996,705	New	+$41.7M	1.17%	24

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Private Management Group's FWRD Position: Q2 2026 in Review

Private Management Group reduced its Forward Air (FWRD) stake by 0.83% in Q2 2026, selling an estimated $144K and leaving 1,145,760 shares worth $15.5M. The position accounts for 0.41% of the portfolio, ranked #95.

Private Management Group first reported a position in FWRD in Q1 2024 and has held it in 10 quarters since. The position peaked at $36M in Q3 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Private Management Group held 1,145,760 shares of Forward Air worth $15.5M as of Q2 2026.
Private Management Group sold 9,645 Forward Air shares in Q2 2026, an estimated $144K.
Forward Air made up 0.41% of Private Management Group's portfolio in Q2 2026, its #95 holding.
Private Management Group first reported a position in Forward Air in Q1 2024 and has held it in 10 quarters since.
Private Management Group's Forward Air position peaked at $36M in Q3 2024.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.