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Sound Income Strategies’s Forward Air FWRD Stock Holding History

Sound Income Strategies’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 		– Sell
-100
Closed -$1.72K – 1194
2026
Q1 		$1.72K Hold
100
– – ﹤0.01% 2193
2025
Q4 		$2.86K Buy
+100
New +$2.25K ﹤0.01% 2032

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

Sound Income Strategies's FWRD Position: Q2 2026 in Review

Sound Income Strategies sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 100 shares — an estimated $1.72K sold.

Sound Income Strategies first reported a position in FWRD in Q4 2025 and held it in 2 quarters. The position peaked at $2.86K in Q4 2025. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Sound Income Strategies reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 100 Forward Air shares in Q2 2026, an estimated $1.72K.
  • Sound Income Strategies first reported a position in Forward Air in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Forward Air position peaked at $2.86K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.