CPA
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Compass Planning Associates’s Ford F Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-2,218
Closed -$24.1K – 61
2025
Q2 		$24.1K Buy
2,218
+32
+1% +$326 0.02% 77
2025
Q1 		$21.9K Buy
+2,186
New +$21.4K 0.02% 81

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Compass Planning Associates's F Position: Q3 2025 in Review

Compass Planning Associates sold out of Ford (F) in Q3 2025, closing a stake of 2,218 shares — an estimated $24.1K sold.

Compass Planning Associates first reported a position in F in Q1 2025 and held it in 2 quarters. The position peaked at $24.1K in Q2 2025. 1,616 funds tracked by Wall St. Rank hold F as of Q3 2025.

  • Compass Planning Associates reported no remaining Ford position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 2,218 Ford shares in Q3 2025, an estimated $24.1K.
  • Compass Planning Associates first reported a position in Ford in Q1 2025 and held it in 2 quarters.
  • Compass Planning Associates's Ford position peaked at $24.1K in Q2 2025.
  • 1,616 funds tracked by Wall St. Rank held Ford as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.