Y-Intercept (HK)’s Forward Air FWRD Stock Holding History

Y-Intercept (HK)’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	$1.18M	Buy	+87,100	New	+$1.3M	0.02%	976
2026 Q1	–	Sell	-48,434	Closed	-$1.21M	–	1729
2025 Q4	$1.21M	Buy	48,434 +31,672	+189%	+$713K	0.03%	889
2025 Q3	$430K	Sell	16,762 -57,656	-77%	-$1.66M	0.01%	1301
2025 Q2	$1.83M	Buy	+74,418	New	+$1.32M	0.04%	647
2024 Q2	–	Sell	-22,902	Closed	-$712K	–	1556
2024 Q1	$712K	Buy	22,902 +15,480	+209%	+$648K	0.05%	531
2023 Q4	$467K	Sell	7,422 -1,015	-12%	-$68.3K	0.04%	631
2023 Q3	$580K	Buy	+8,437	New	+$743K	0.06%	510
2023 Q2	–	Sell	-3,976	Closed	-$428K	–	1423
2023 Q1	$428K	Sell	3,976 -148	-4%	-$15.5K	0.05%	610
2022 Q4	$433K	Buy	+4,124	New	+$433K	0.06%	488

Other funds holding FWRD

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return