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Congress Wealth Management’s Ford F Stock Holding History

Congress 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
2025
Q2 		$730K Buy
67,256
+6,224
+10% +$63.4K 0.01% 803
2025
Q1 		$615K Buy
+61,032
New +$596K 0.01% 756
2024
Q4 		– Sell
-16,405
Closed -$173K – 886
2024
Q3 		$173K Sell
16,405
-673
-4% -$7.7K ﹤0.01% 831
2024
Q2 		$214K Sell
17,078
-1,769
-9% -$21.9K ﹤0.01% 693
2024
Q1 		$250K Sell
18,847
-403
-2% -$4.88K ﹤0.01% 537
2023
Q4 		$235K Buy
+19,250
New +$214K ﹤0.01% 569
2023
Q1 		– Sell
-10,110
Closed -$118K – 562
2022
Q4 		$118K Buy
+10,110
New +$130K ﹤0.01% 550

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 $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Congress Wealth Management's F Position: Q2 2025 in Review

Congress Wealth Management increased its Ford (F) stake by 10% in Q2 2025, buying an estimated $63.4K and bringing the position to 67,256 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #803.

Congress Wealth Management first reported a position in F in Q4 2022 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold F as of Q2 2025.

  • Congress Wealth Management held 67,256 shares of Ford worth $730K as of Q2 2025.
  • Congress Wealth Management bought 6,224 Ford shares in Q2 2025, an estimated $63.4K.
  • Ford made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #803 holding.
  • Congress Wealth Management first reported a position in Ford in Q4 2022 and has held it in 7 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Ford as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.