CWC
F icon

Carolinas Wealth Consulting’s Ford F Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-30,524
Closed -$306K – 304
2025
Q1 		$306K Buy
30,524
+1,372
+5% +$13.4K 0.07% 138
2024
Q4 		$289K Sell
29,152
-31,920
-52% -$340K 0.06% 151
2024
Q3 		$645K Buy
61,072
+1,385
+2% +$15.8K 0.12% 93
2024
Q2 		$748K Buy
59,687
+10,996
+23% +$136K 0.14% 77
2024
Q1 		$647K Buy
48,691
+1,260
+3% +$15.3K 0.13% 84
2023
Q4 		$578K Sell
47,431
-44,446
-48% -$495K 0.13% 79
2023
Q3 		$896K Sell
91,877
-1,836
-2% -$23.8K 0.22% 59
2023
Q2 		$1.42M Buy
93,713
+1,123
+1% +$14.2K 0.28% 56
2023
Q1 		$1.17M Buy
92,590
+5,453
+6% +$68.3K 0.25% 61
2022
Q4 		$1.01M Buy
87,137
+621
+0.7% +$7.98K 0.23% 60
2022
Q3 		$969K Buy
86,516
+1,651
+2% +$23.1K 0.25% 52
2022
Q2 		$945K Buy
84,865
+573
+0.7% +$7.85K 0.23% 53
2022
Q1 		$1.43M Buy
84,292
+1,255
+2% +$23.9K 0.31% 48
2021
Q4 		$1.73M Buy
83,037
+1,506
+2% +$27.7K 0.38% 41
2021
Q3 		$1.15M Buy
81,531
+1
+0% +$14 0.27% 50
2021
Q2 		$1.21M Hold
81,530
– – 0.27% 48
2021
Q1 		$999K Sell
81,530
-7,391
-8% -$84.6K 0.24% 51
2020
Q4 		$782K Sell
88,921
-5,448
-6% -$45.6K 0.21% 55
2020
Q3 		$628K Buy
94,369
+79,302
+526% +$537K 0.21% 56
2020
Q2 		$92K Sell
15,067
-429
-3% -$2.38K 0.04% 156
2020
Q1 		$73K Buy
+15,496
New +$116K 0.04% 116

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Carolinas Wealth Consulting's F Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ford (F) in Q2 2025, closing a stake of 30,524 shares — an estimated $306K sold.

Carolinas Wealth Consulting first reported a position in F in Q1 2020 and held it in 21 quarters. The position peaked at $1.73M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold F as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Ford position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 30,524 Ford shares in Q2 2025, an estimated $306K.
  • Carolinas Wealth Consulting first reported a position in Ford in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Ford position peaked at $1.73M in Q4 2021.
  • 1,591 funds tracked by Wall St. Rank held Ford as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.