Estate Planners Group’s Ford F Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-92	Closed	-$1.21K	–	174
2025 Q4	$1.21K	Buy	+92	New	+$1.19K	﹤0.01%	417

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Estate Planners Group's F Position: Q1 2026 in Review

Estate Planners Group sold out of Ford (F) in Q1 2026, closing a stake of 92 shares — an estimated $1.21K sold.

Estate Planners Group first reported a position in F in Q4 2025 and held it in 1 quarter. The position peaked at $1.21K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold F as of Q1 2026.

Estate Planners Group reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 92 Ford shares in Q1 2026, an estimated $1.21K.
Estate Planners Group first reported a position in Ford in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Ford position peaked at $1.21K in Q4 2025.
1,706 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.