Centric Wealth Management’s Ford F Stock Holding History

Centric 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
2021 Q2	–	Sell	-10,000	Closed	-$26K	–	174
2021 Q1	$26K	Sell	10,000 -10,000	-50%	-$114K	0.01%	205
2020 Q4	$11K	Buy	+20,000	New	+$167K	﹤0.01%	202

Other funds holding F

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Centric Wealth Management's F Position: Q1 2026 in Review

Centric Wealth Management sold out of Ford (F) in Q1 2026, closing a stake of 11,455 shares — an estimated $158K sold.

Centric Wealth Management first reported a position in F in Q2 2020 and held it in 6 quarters. The position peaked at $2.23M in Q1 2021. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Centric Wealth Management reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
Centric Wealth Management sold 11,455 Ford shares in Q1 2026, an estimated $158K.
Centric Wealth Management first reported a position in Ford in Q2 2020 and held it in 6 quarters.
Centric Wealth Management's Ford position peaked at $2.23M in Q1 2021.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.