Essential Planning’s Ford F Stock Holding History

Essential Planning’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 Q1	–	Sell	-86,060	Closed	-$918K	–	150
2024 Q4	$918K	Buy	+86,060	New	+$918K	0.01%	234

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essential Planning's F Position: Q1 2025 in Review

Essential Planning sold out of Ford (F) in Q1 2025, closing a stake of 86,060 shares — an estimated $918K sold.

Essential Planning first reported a position in F in Q4 2024 and held it in 1 quarter. The position peaked at $918K in Q4 2024. 1,602 funds tracked by Wall St. Rank hold F as of Q1 2025.

Essential Planning reported no remaining Ford position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 86,060 Ford shares in Q1 2025, an estimated $918K.
Essential Planning first reported a position in Ford in Q4 2024 and held it in 1 quarter.
Essential Planning's Ford position peaked at $918K in Q4 2024.
1,602 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.