Curated Wealth Partners’s Ford F Stock Holding History

Curated Wealth Partners’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 Q3	$415K	Buy	34,371 +6,634	+24%	+$92K	0.03%	329
2026 Q2	$386K	Buy	27,737 +2,506	+10%	+$33.8K	0.04%	141
2026 Q1	$291K	Sell	25,231 -42	-0.2%	-$553	0.04%	162
2025 Q4	$332K	Buy	25,273 +42	+0.2%	+$542	0.04%	148
2025 Q3	$302K	Hold	25,231	–	–	0.04%	125
2025 Q2	$274K	Sell	25,231 -1,109	-4%	-$11.3K	0.03%	135
2025 Q1	$264K	Hold	26,340	–	–	0.03%	129
2024 Q4	$261K	Sell	26,340 -206	-0.8%	-$2.2K	0.03%	125
2024 Q3	$280K	Hold	26,546	–	–	0.04%	110
2024 Q2	$333K	Buy	+26,546	New	+$328K	0.05%	99
2024 Q1	–	Sell	-25,231	Closed	-$306K	–	184
2023 Q4	$308K	Sell	25,231 -2,152	-8%	-$23.9K	0.05%	114
2023 Q3	$340K	Hold	27,383	–	–	0.06%	98
2023 Q2	$414K	Hold	27,383	–	–	0.08%	79
2023 Q1	$345K	Hold	27,383	–	–	0.08%	88
2022 Q4	$318K	Buy	27,383 +2,152	+9%	+$27.6K	0.08%	89
2022 Q3	$282K	Hold	25,231	–	–	0.08%	99
2022 Q2	$280K	Hold	25,231	–	–	0.08%	103
2022 Q1	$525K	Hold	25,231	–	–	0.18%	72
2021 Q4	$525K	Hold	25,231	–	–	0.17%	75
2021 Q3	$357K	Hold	25,231	–	–	0.2%	101
2021 Q2	$375K	Hold	25,231	–	–	0.2%	96
2021 Q1	$309K	Hold	25,231	–	–	0.19%	105
2020 Q4	$222K	Buy	+25,231	New	+$211K	0.14%	126

Other funds holding F

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Curated Wealth Partners's F Position: Q3 2026 in Review

Curated Wealth Partners increased its Ford (F) stake by 24% in Q3 2026, buying an estimated $92K and bringing the position to 34,371 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #329.

Curated Wealth Partners first reported a position in F in Q4 2020 and has held it in 23 quarters since. The position peaked at $525K in Q1 2022. 939 funds tracked by Wall St. Rank hold F as of Q3 2026.

Curated Wealth Partners held 34,371 shares of Ford worth $415K as of Q3 2026.
Curated Wealth Partners bought 6,634 Ford shares in Q3 2026, an estimated $92K.
Ford made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #329 holding.
Curated Wealth Partners first reported a position in Ford in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Ford position peaked at $525K in Q1 2022.
939 funds tracked by Wall St. Rank held Ford as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.