EWS
F icon

Evergreen Wealth Solutions’s Ford F Stock Holding History

Evergreen Wealth Solutions’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 		$587K Sell
42,281
-2,326
-5% -$31.4K 0.03% 289
2026
Q1 		$515K Buy
44,607
+7,273
+19% +$95.8K 0.04% 248
2025
Q4 		$490K Buy
37,334
+453
+1% +$5.84K 0.07% 125
2025
Q3 		$441K Sell
36,881
-1,245
-3% -$14.3K 0.25% 68
2025
Q2 		$414K Sell
38,126
-2,209
-5% -$22.5K 0.25% 71
2025
Q1 		$405K Sell
40,335
-208
-0.5% -$2.03K 0.27% 67
2024
Q4 		$401K Buy
40,543
+1,325
+3% +$14.1K 0.28% 63
2024
Q3 		$414K Sell
39,218
-14,468
-27% -$166K 0.28% 70
2024
Q2 		$673K Buy
53,686
+9,310
+21% +$115K 0.48% 42
2024
Q1 		$589K Sell
44,376
-4,933
-10% -$59.8K 0.44% 51
2023
Q4 		$601K Buy
49,309
+1,076
+2% +$12K 0.51% 46
2023
Q3 		$599K Buy
48,233
+5,395
+13% +$70K 0.6% 46
2023
Q2 		$648K Sell
42,838
-2,170
-5% -$27.5K 0.65% 44
2023
Q1 		$567K Buy
45,008
+499
+1% +$6.25K 0.66% 49
2022
Q4 		$518K Buy
44,509
+3,841
+9% +$49.3K 0.68% 44
2022
Q3 		$455K Buy
40,668
+5,262
+15% +$73.6K 0.65% 49
2022
Q2 		$394K Buy
+35,406
New +$485K 0.48% 64

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evergreen Wealth Solutions's F Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Ford (F) stake by 5.2% in Q2 2026, selling an estimated $31.4K and leaving 42,281 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #289.

Evergreen Wealth Solutions first reported a position in F in Q2 2022 and has held it in 17 quarters since. The position peaked at $673K in Q2 2024. 1,738 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Evergreen Wealth Solutions held 42,281 shares of Ford worth $587K as of Q2 2026.
  • Evergreen Wealth Solutions sold 2,326 Ford shares in Q2 2026, an estimated $31.4K.
  • Ford made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #289 holding.
  • Evergreen Wealth Solutions first reported a position in Ford in Q2 2022 and has held it in 17 quarters since.
  • Evergreen Wealth Solutions's Ford position peaked at $673K in Q2 2024.
  • 1,738 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.