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CLA (CliftonLarsonAllen) Wealth Advisors’s Ford F Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q2 		$570K Buy
41,038
+17,112
+72% +$231K 0.01% 228
2026
Q1 		$276K Buy
23,926
+2,300
+11% +$30.3K ﹤0.01% 216
2025
Q4 		$284K Buy
+21,626
New +$279K ﹤0.01% 204
2023
Q4 		– Sell
-32,968
Closed -$409K – 186
2023
Q3 		$409K Buy
32,968
+1,579
+5% +$20.5K 0.01% 163
2023
Q2 		$475K Buy
31,389
+181
+0.6% +$2.29K 0.01% 159
2023
Q1 		$393K Sell
31,208
-2,866
-8% -$35.9K 0.01% 174
2022
Q4 		$396K Sell
34,074
-4,490
-12% -$57.7K 0.01% 174
2022
Q3 		$432K Buy
38,564
+17,579
+84% +$246K 0.05% 80
2022
Q2 		$234K Buy
20,985
+3,085
+17% +$42.2K 0.01% 179
2022
Q1 		$303K Sell
17,900
-43,230
-71% -$822K 0.01% 185
2021
Q4 		$1.27M Sell
61,130
-1,115
-2% -$20.5K 0.05% 119
2021
Q3 		$881K Buy
+62,245
New +$847K 0.03% 161
2021
Q1 		– Sell
-61,061
Closed -$537K – 168
2020
Q4 		$537K Buy
61,061
+966
+2% +$8.09K 0.03% 142
2020
Q3 		$400K Buy
60,095
+25
+0% +$169 0.02% 144
2020
Q2 		$365K Buy
+60,070
New +$333K 0.02% 148
2017
Q1 		– Sell
-18,646
Closed -$226K – 134
2016
Q4 		$226K Hold
18,646
– – 0.03% 127
2016
Q3 		$225K Buy
18,646
+1,305
+8% +$16.5K 0.03% 124
2016
Q2 		$218K Buy
+17,341
New +$229K 0.03% 106
2016
Q1 		– Sell
-16,663
Closed -$235K – 107
2015
Q4 		$235K Buy
16,663
+28
+0.2% +$405 0.04% 112
2015
Q3 		$226K Buy
16,635
+2,150
+15% +$30.7K 0.04% 106
2015
Q2 		$217K Buy
+14,485
New +$225K 0.04% 151

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CLA (CliftonLarsonAllen) Wealth Advisors's F Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Ford (F) stake by 72% in Q2 2026, buying an estimated $231K and bringing the position to 41,038 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #228.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in F in Q2 2015 and has held it in 21 quarters since. The position peaked at $1.27M in Q4 2021. 1,733 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 41,038 shares of Ford worth $570K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 17,112 Ford shares in Q2 2026, an estimated $231K.
  • Ford made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Ford in Q2 2015 and has held it in 21 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Ford position peaked at $1.27M in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.