Concurrent Investment Advisors’s Ford F Stock Holding History

Concurrent Investment 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	$3.01M	Sell	255,304 -2,040	-0.8%	-$27.5K	0.03%	589
2026 Q1	$2.53M	Sell	257,344 -11,794	-4%	-$155K	0.03%	540
2025 Q4	$3.02M	Buy	269,138 +19,440	+8%	+$251K	0.03%	458
2025 Q3	$2.53M	Buy	249,698 +29,611	+13%	+$341K	0.04%	399
2025 Q2	$1.97M	Buy	220,087 +13,086	+6%	+$133K	0.04%	434
2025 Q1	$1.7M	Buy	207,001 +41,783	+25%	+$408K	0.04%	403
2024 Q4	$1.26M	Sell	165,218 -2,548	-2%	-$27.2K	0.03%	434
2024 Q3	$1.37M	Sell	167,766 -41,227	-20%	-$472K	0.04%	393
2024 Q2	$2.14M	Sell	208,993 -35,022	-14%	-$433K	0.07%	257
2024 Q1	$2.72M	Buy	244,015 +1,483	+0.6%	+$18K	0.11%	193
2023 Q4	$2.49M	Buy	+242,532	New	+$2.7M	0.12%	189

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's F Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Ford (F) stake by 0.79% in Q2 2026, selling an estimated $27.5K and leaving 255,304 shares worth $3.01M. The position accounts for 0.03% of the portfolio, ranked #589.

Concurrent Investment Advisors first reported a position in F in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.02M in Q4 2025. 1,745 funds tracked by Wall St. Rank hold F as of Q2 2026.

Concurrent Investment Advisors held 255,304 shares of Ford worth $3.01M as of Q2 2026.
Concurrent Investment Advisors sold 2,040 Ford shares in Q2 2026, an estimated $27.5K.
Ford made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #589 holding.
Concurrent Investment Advisors first reported a position in Ford in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Ford position peaked at $3.02M in Q4 2025.
1,745 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.