Rockefeller Capital Management’s Forward Air FWRD Stock Holding History

Rockefeller Capital Management’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	$6.19K	Buy	458 +276	+152%	+$4.11K	﹤0.01%	4183
2026 Q1	$3.04K	Buy	182 +12	+7%	+$292	﹤0.01%	4338
2025 Q4	$4.25K	Sell	170 -92	-35%	-$2.07K	﹤0.01%	4127
2025 Q3	$6.72K	Buy	+262	New	+$7.54K	﹤0.01%	3786
2023 Q1	–	Sell	-653	Closed	-$68K	–	2699
2022 Q4	$68K	Buy	653 +185	+40%	+$19.4K	﹤0.01%	2228
2022 Q3	$42K	Sell	468 -67	-13%	-$6.58K	﹤0.01%	2438
2022 Q2	$49K	Buy	535 +366	+217%	+$33.9K	﹤0.01%	2302
2022 Q1	$16K	Buy	169 +1	+0.6%	+$105	﹤0.01%	2824
2021 Q4	$20K	Hold	168	–	–	﹤0.01%	2642
2021 Q3	$13K	Hold	168	–	–	﹤0.01%	2766
2021 Q2	$15K	Buy	168 +1	+0.6%	+$92	﹤0.01%	2604
2021 Q1	$14K	Buy	167 +8	+5%	+$670	﹤0.01%	2442
2020 Q4	$12K	Buy	159 +46	+41%	+$3.19K	﹤0.01%	2177
2020 Q3	$6K	Buy	+113	New	+$6.2K	﹤0.01%	2153
2019 Q4	–	Sell	-136	Closed	-$9K	–	2098
2019 Q3	$9K	Hold	136	–	–	﹤0.01%	1452
2019 Q2	$8K	Buy	+136	New	+$8.36K	﹤0.01%	1310

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Rockefeller Capital Management's FWRD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Forward Air (FWRD) stake by 152% in Q2 2026, buying an estimated $4.11K and bringing the position to 458 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

Rockefeller Capital Management first reported a position in FWRD in Q2 2019 and has held it in 16 quarters since. The position peaked at $68K in Q4 2022. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Rockefeller Capital Management held 458 shares of Forward Air worth $6.19K as of Q2 2026.
Rockefeller Capital Management bought 276 Forward Air shares in Q2 2026, an estimated $4.11K.
Forward Air made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4183 holding.
Rockefeller Capital Management first reported a position in Forward Air in Q2 2019 and has held it in 16 quarters since.
Rockefeller Capital Management's Forward Air position peaked at $68K in Q4 2022.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.