FWRD — FORWARD AIR CORPORATION

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  17 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported FORWARD AIR CORPORATION (FWRD) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FWRD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FWRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in FORWARD AIR CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FWRD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FWRD stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held FWRD — position size vs. price
% of Fund (quarterly)    FWRD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 412 +124 +43.1% 0.00% $7K 2026-04-13 $19.31
2025 Q4 REDUCED 288 -9 -3.0% 0.00% $7K 2026-01-07 $26.14
2025 Q3 ADDED 297 +48 +19.3% 0.00% $8K 2025-10-22 $19.02
2025 Q2 ADDED 249 +70 +39.1% 0.00% $6K 2025-07-09 $27.65
2025 Q1 ADDED 179 +141 +371.1% 0.00% $4K 2025-04-01 $19.59
2024 Q4 UNCHANGED 38 — 0% 0.00% $1K 2025-01-16 $33.05
2024 Q3 REDUCED 38 -42 -52.5% 0.00% $1K 2024-10-02 $35.47
2024 Q2 REDUCED 80 -69 -46.3% 0.00% $2K 2024-07-02 $19.34
2024 Q1 ADDED 149 +124 +496.0% 0.00% $5K 2024-04-09 $30.01
2023 Q4 REDUCED 25 -13 -34.2% 0.00% $2K 2024-01-03 $61.93
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FWRD

As of 2026 Q1 — sorted by position size

GAMMA Investing LLC 0.0% Nvest Wealth Strategies, Inc. 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% Vermillion Wealth Management, Inc. 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and FWRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning FWRD?

MassMutual Private Wealth & Trust, FSB reported FWRD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FWRD position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for FWRD was 0.00% in 2025 Q3.

What is the latest reported FWRD position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 412 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this FWRD ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly FWRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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