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Wealth Preservation Advisors’s Forward Air FWRD Stock Holding History

Wealth Preservation 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
-69
Closed -$1.15K – 399
2026
Q1 		$1.15K Buy
+69
New +$1.68K ﹤0.01% 666

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

Wealth Preservation Advisors's FWRD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Forward Air (FWRD) in Q2 2026, closing a stake of 69 shares — an estimated $1.15K sold.

Wealth Preservation Advisors first reported a position in FWRD in Q1 2026 and held it in 1 quarter. The position peaked at $1.15K in Q1 2026. 186 funds tracked by Wall St. Rank hold FWRD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Forward Air position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 69 Forward Air shares in Q2 2026, an estimated $1.15K.
  • Wealth Preservation Advisors first reported a position in Forward Air in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Forward Air position peaked at $1.15K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Forward Air as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.