TWD
FWRD icon

True Wealth Design’s Forward Air FWRD Stock Holding History

True Wealth Design’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
Q3 		– Sell
-32
Closed -$433 – 2656
2026
Q2 		$433 Buy
32
+18
+129% +$268 ﹤0.01% 2242
2026
Q1 		$234 Hold
14
– – ﹤0.01% 2296
2025
Q4 		$350 Hold
14
– – ﹤0.01% 2074
2025
Q3 		$359 Hold
14
– – ﹤0.01% 2115
2025
Q2 		$344 Buy
+14
New +$249 ﹤0.01% 1880

Other funds holding FWRD

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's FWRD Position: Q3 2026 in Review

True Wealth Design sold out of Forward Air (FWRD) in Q3 2026, closing a stake of 32 shares — an estimated $433 sold.

True Wealth Design first reported a position in FWRD in Q2 2025 and held it in 5 quarters. The position peaked at $433 in Q2 2026. 10 funds tracked by Wall St. Rank hold FWRD as of Q3 2026.

  • True Wealth Design reported no remaining Forward Air position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 32 Forward Air shares in Q3 2026, an estimated $433.
  • True Wealth Design first reported a position in Forward Air in Q2 2025 and held it in 5 quarters.
  • True Wealth Design's Forward Air position peaked at $433 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Forward Air as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.