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Rothschild Investment LLC’s Forward Air FWRD Stock Holding History

Rothschild Investment LLC’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 		$1.69K Sell
125
-69,894
-100% -$1.04M ﹤0.01% 2824
2026
Q1 		$1.17M Sell
70,019
-36
-0.1% -$876 0.06% 243
2025
Q4 		$1.75M Sell
70,055
-200,010
-74% -$4.5M 0.1% 169
2025
Q3 		$6.92M Buy
270,065
+269,985
+337,481% +$7.77M 0.39% 63
2025
Q2 		$1.96K Buy
80
+55
+220% +$977 ﹤0.01% 2096
2025
Q1 		$502 Sell
25
-30
-55% -$828 ﹤0.01% 2610
2024
Q4 		$1.77K Buy
55
+10
+22% +$349 ﹤0.01% 1880
2024
Q3 		$1.59K Buy
45
+40
+800% +$1.14K ﹤0.01% 1848
2024
Q2 		$95 Hold
5
– – ﹤0.01% 2749
2024
Q1 		$156 Buy
+5
New +$209 ﹤0.01% 1882

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

Rothschild Investment LLC's FWRD Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Forward Air (FWRD) stake by 100% in Q2 2026, selling an estimated $1.04M and leaving 125 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

Rothschild Investment LLC first reported a position in FWRD in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.92M in Q3 2025. 185 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Rothschild Investment LLC held 125 shares of Forward Air worth $1.69K as of Q2 2026.
  • Rothschild Investment LLC sold 69,894 Forward Air shares in Q2 2026, an estimated $1.04M.
  • Forward Air made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2824 holding.
  • Rothschild Investment LLC first reported a position in Forward Air in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Forward Air position peaked at $6.92M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.