Smartleaf Asset Management’s Forward Air FWRD Stock Holding History

Smartleaf Asset 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	$491	Hold	34	–	–	﹤0.01%	3202
2026 Q1	$535	Hold	34	–	–	﹤0.01%	3216
2025 Q4	$860	Buy	34 +23	+209%	+$518	﹤0.01%	3180
2025 Q3	$288	Buy	+11	New	+$316	﹤0.01%	2917
2025 Q2	–	Sell	-31	Closed	-$642	–	2814
2025 Q1	$642	Sell	31 -158	-84%	-$4.36K	﹤0.01%	2658
2024 Q4	$6.22K	Buy	189 +144	+320%	+$5.03K	﹤0.01%	2172
2024 Q3	$1.59K	Sell	45 -260	-85%	-$7.38K	﹤0.01%	2551
2024 Q2	$6.06K	Buy	+305	New	+$6.3K	﹤0.01%	1704
2024 Q1	–	Sell	-1	Closed	–	–	1863
2023 Q4	$0	Buy	+1	New	+$67	﹤0.01%	1165

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

Smartleaf Asset Management's FWRD Position: Q2 2026 in Review

Smartleaf Asset Management held its Forward Air (FWRD) position steady in Q2 2026 at 34 shares worth $491. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Smartleaf Asset Management first reported a position in FWRD in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.22K in Q4 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

Smartleaf Asset Management held 34 shares of Forward Air worth $491 as of Q2 2026.
Smartleaf Asset Management left its Forward Air share count unchanged in Q2 2026.
Forward Air made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3202 holding.
Smartleaf Asset Management first reported a position in Forward Air in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's Forward Air position peaked at $6.22K in Q4 2024.
186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.