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Blue Rock Wealth Management’s Ford F Stock Holding History

Blue Rock 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
2026
Q1 		$279K Hold
24,150
– – 0.18% 80
2025
Q4 		$317K Hold
24,150
– – 0.2% 77
2025
Q3 		$289K Hold
24,150
– – 0.18% 85
2025
Q2 		$262K Hold
24,150
– – 0.18% 83
2025
Q1 		$242K Hold
24,150
– – 0.21% 85
2024
Q4 		$239K Buy
+24,150
New +$258K 0.25% 63

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Rock Wealth Management's F Position: Q1 2026 in Review

Blue Rock Wealth Management held its Ford (F) position steady in Q1 2026 at 24,150 shares worth $279K. The position accounts for 0.18% of the portfolio, ranked #80.

Blue Rock Wealth Management first reported a position in F in Q4 2024 and has held it in 6 quarters since. The position peaked at $317K in Q4 2025. 1,695 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Blue Rock Wealth Management held 24,150 shares of Ford worth $279K as of Q1 2026.
  • Blue Rock Wealth Management left its Ford share count unchanged in Q1 2026.
  • Ford made up 0.18% of Blue Rock Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Blue Rock Wealth Management first reported a position in Ford in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Ford position peaked at $317K in Q4 2025.
  • 1,695 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.