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SRH Advisors’s Forward Air FWRD Stock Holding History

SRH Advisors’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
-3,250
Closed -$54.3K – 280
2026
Q1 		$54.3K Sell
3,250
-790
-20% -$19.2K 0.02% 133
2025
Q4 		$101K Hold
4,040
– – 0.03% 103
2025
Q3 		$104K Sell
4,040
-350
-8% -$10.1K 0.03% 100
2025
Q2 		$108K Hold
4,390
– – 0.03% 91
2025
Q1 		$88.2K Hold
4,390
– – 0.03% 96
2024
Q4 		$142K Hold
4,390
– – 0.04% 73
2024
Q3 		$155K Hold
4,390
– – 0.05% 71
2024
Q2 		$83.6K Buy
4,390
+1,390
+46% +$28.7K 0.03% 94
2024
Q1 		$93.3K Buy
+3,000
New +$126K 0.03% 94

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

SRH Advisors's FWRD Position: Q2 2026 in Review

SRH Advisors sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 3,250 shares — an estimated $54.3K sold.

SRH Advisors first reported a position in FWRD in Q1 2024 and held it in 9 quarters. The position peaked at $155K in Q3 2024. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • SRH Advisors reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • SRH Advisors sold 3,250 Forward Air shares in Q2 2026, an estimated $54.3K.
  • SRH Advisors first reported a position in Forward Air in Q1 2024 and held it in 9 quarters.
  • SRH Advisors's Forward Air position peaked at $155K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.