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Steward Partners Investment Advisory’s Forward Air FWRD Stock Holding History

Steward Partners Investment Advisory’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 		$590K Buy
43,661
+43,517
+30,220% +$648K ﹤0.01% 1608
2026
Q1 		$2.41K Hold
144
– – ﹤0.01% 3999
2025
Q4 		$3.6K Hold
144
– – ﹤0.01% 3797
2025
Q3 		$3.69K Sell
144
-7
-5% -$201 ﹤0.01% 3748
2025
Q2 		$3.71K Hold
151
– – ﹤0.01% 3577
2025
Q1 		$3.03K Hold
151
– – ﹤0.01% 3543
2024
Q4 		$4.87K Hold
151
– – ﹤0.01% 3373
2024
Q3 		$5.34K Hold
151
– – ﹤0.01% 3166
2024
Q2 		$2.88K Hold
151
– – ﹤0.01% 3205
2024
Q1 		$4.7K Sell
151
-122
-45% -$5.1K ﹤0.01% 3069
2023
Q4 		$17.2K Sell
273
-954
-78% -$64.2K ﹤0.01% 2472
2023
Q3 		$84.3K Buy
1,227
+478
+64% +$42.1K ﹤0.01% 1654
2023
Q2 		$79.5K Buy
749
+74
+11% +$7.58K ﹤0.01% 1689
2023
Q1 		$72.7K Sell
675
-29
-4% -$3.04K ﹤0.01% 1712
2022
Q4 		$73.9K Sell
704
-576
-45% -$60.4K ﹤0.01% 1673
2022
Q3 		$116K Buy
1,280
+469
+58% +$46K ﹤0.01% 1436
2022
Q2 		$75K Buy
811
+200
+33% +$18.5K ﹤0.01% 1612
2022
Q1 		$60K Sell
611
-1,868
-75% -$197K ﹤0.01% 1831
2021
Q4 		$300K Buy
2,479
+2,457
+11,168% +$251K ﹤0.01% 1137
2021
Q3 		$2K Buy
+22
New +$1.92K ﹤0.01% 2981

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

Steward Partners Investment Advisory's FWRD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Forward Air (FWRD) stake by 30,220% in Q2 2026, buying an estimated $648K and bringing the position to 43,661 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Steward Partners Investment Advisory first reported a position in FWRD in Q3 2021 and has held it in 20 quarters since. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Steward Partners Investment Advisory held 43,661 shares of Forward Air worth $590K as of Q2 2026.
  • Steward Partners Investment Advisory bought 43,517 Forward Air shares in Q2 2026, an estimated $648K.
  • Forward Air made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1608 holding.
  • Steward Partners Investment Advisory first reported a position in Forward Air in Q3 2021 and has held it in 20 quarters since.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.