SAG
FWRD icon

SageView Advisory Group’s Forward Air FWRD Stock Holding History

SageView Advisory 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
Q1 		– Sell
-3,239
Closed -$81K – 1278
2025
Q4 		$81K Buy
+3,239
New +$72.9K ﹤0.01% 899
2023
Q4 		– Sell
-3,437
Closed -$236K – 681
2023
Q3 		$236K Sell
3,437
-32
-0.9% -$2.82K 0.01% 481
2023
Q2 		$368K Buy
3,469
+191
+6% +$19.6K 0.02% 407
2023
Q1 		$353K Buy
3,278
+17
+0.5% +$1.78K 0.02% 359
2022
Q4 		$342K Buy
+3,261
New +$342K 0.03% 304

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
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

SageView Advisory Group's FWRD Position: Q1 2026 in Review

SageView Advisory Group sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 3,239 shares — an estimated $81K sold.

SageView Advisory Group first reported a position in FWRD in Q4 2022 and held it in 5 quarters. The position peaked at $368K in Q2 2023. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

  • SageView Advisory Group reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,239 Forward Air shares in Q1 2026, an estimated $81K.
  • SageView Advisory Group first reported a position in Forward Air in Q4 2022 and held it in 5 quarters.
  • SageView Advisory Group's Forward Air position peaked at $368K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.