SummitTX Capital’s Forward Air FWRD Stock Holding History

SummitTX Capital’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 Q1	–	Sell	-161,190	Closed	-$4.03M	–	847
2025 Q4	$4.03M	Buy	+161,190	New	+$3.63M	0.12%	184

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

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

MAM

Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

SummitTX Capital's FWRD Position: Q1 2026 in Review

SummitTX Capital sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 161,190 shares — an estimated $4.03M sold.

SummitTX Capital first reported a position in FWRD in Q4 2025 and held it in 1 quarter. The position peaked at $4.03M in Q4 2025. 193 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

SummitTX Capital reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 161,190 Forward Air shares in Q1 2026, an estimated $4.03M.
SummitTX Capital first reported a position in Forward Air in Q4 2025 and held it in 1 quarter.
SummitTX Capital's Forward Air position peaked at $4.03M in Q4 2025.
193 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.