Avaii Wealth Management’s Ford F Stock Holding History

Avaii Wealth Management’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,843	Closed	-$130K	–	148
2025 Q3	$130K	Sell	10,843 -6,847	-39%	-$78.9K	0.05%	150
2025 Q2	$192K	Sell	17,690 -3,801	-18%	-$38.7K	0.09%	131
2025 Q1	$216K	Buy	21,491 +2,462	+13%	+$24K	0.12%	116
2024 Q4	$188K	Buy	19,029 +8,421	+79%	+$89.8K	0.09%	127
2024 Q3	$112K	Buy	+10,608	New	+$121K	0.06%	129
2022 Q2	–	Sell	-12,844	Closed	-$217K	–	106
2022 Q1	$217K	Sell	12,844 -8,777	-41%	-$167K	0.2%	100
2021 Q4	$449K	Buy	+21,621	New	+$398K	0.45%	46

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avaii Wealth Management's F Position: Q4 2025 in Review

Avaii Wealth Management sold out of Ford (F) in Q4 2025, closing a stake of 10,843 shares — an estimated $130K sold.

Avaii Wealth Management first reported a position in F in Q4 2021 and held it in 7 quarters. The position peaked at $449K in Q4 2021. 1,691 funds tracked by Wall St. Rank hold F as of Q4 2025.

Avaii Wealth Management reported no remaining Ford position as of Q4 2025 after selling out during the quarter.
Avaii Wealth Management sold 10,843 Ford shares in Q4 2025, an estimated $130K.
Avaii Wealth Management first reported a position in Ford in Q4 2021 and held it in 7 quarters.
Avaii Wealth Management's Ford position peaked at $449K in Q4 2021.
1,691 funds tracked by Wall St. Rank held Ford as of Q4 2025.

Based on Avaii Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.