Position in FWRD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,230
+$280 QoQ
Shares Held
313
+58.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026MAI Capital Management holds $46,016,765 across 13 Integrated Freight & Logistics names. FWRD ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
253,498 | $24,939,133 | |
| 2 | FDX |
Fedex Corp
|
40,909 | $14,570,968 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
23,304 | $4,938,117 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
4,384 | $627,920 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
3,222 | $535,077 | |
| 6 | LSTR |
Landstar System Inc
|
2,085 | $334,246 | |
| 7 | GXO |
GXO Logistics, Inc.
|
1,166 | $60,457 | |
| 8 | FWRD |
Forward Air Corp
This page
|
313 | $5,230 |
All Filings in FWRD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,230 | 313 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,950 | 198 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $73,304 | 2,859 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $144,884 | 5,904 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||