Sullivan Wood Capital Management’s Forward Industries Inc FWDI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228K Buy
54,000
+28,000
+108% +$125K 0.31% 21
2026
Q1
$115K Buy
+26,000
New +$149K 0.2% 19

Other funds holding FWDI

Sullivan Wood Capital Management's FWDI Position: Q2 2026 in Review

Sullivan Wood Capital Management increased its Forward Industries Inc (FWDI) stake by 108% in Q2 2026, buying an estimated $125K and bringing the position to 54,000 shares worth $228K. The position accounts for 0.31% of the portfolio, ranked #21.

Sullivan Wood Capital Management first reported a position in FWDI in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FWDI as of Q2 2026.

  • Sullivan Wood Capital Management held 54,000 shares of Forward Industries Inc worth $228K as of Q2 2026.
  • Sullivan Wood Capital Management bought 28,000 Forward Industries Inc shares in Q2 2026, an estimated $125K.
  • Forward Industries Inc made up 0.31% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #21 holding.
  • Sullivan Wood Capital Management first reported a position in Forward Industries Inc in Q1 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Forward Industries Inc as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.