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EverSource Wealth Advisors’s Ford F Stock Holding History

EverSource Wealth Advisors’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 		$263K Buy
18,888
+174
+0.9% +$2.35K 0.01% 872
2026
Q1 		$216K Buy
18,714
+511
+3% +$6.73K 0.01% 1009
2025
Q4 		$239K Buy
18,203
+322
+2% +$4.15K 0.01% 865
2025
Q3 		$214K Sell
17,881
-1,443
-7% -$16.6K 0.01% 873
2025
Q2 		$210K Buy
19,324
+3,331
+21% +$33.9K 0.01% 833
2025
Q1 		$160K Buy
15,993
+2,011
+14% +$19.6K 0.01% 743
2024
Q4 		$138K Sell
13,982
-16,611
-54% -$177K 0.01% 805
2024
Q3 		$323K Sell
30,593
-11,978
-28% -$137K 0.02% 427
2024
Q2 		$461K Buy
42,571
+31,095
+271% +$385K 0.03% 334
2024
Q1 		$139K Buy
11,476
+3,192
+39% +$38.7K 0.01% 596
2023
Q4 		$101K Sell
8,284
-1,307
-14% -$14.5K 0.01% 636
2023
Q3 		$119K Buy
9,591
+108
+1% +$1.4K 0.01% 510
2023
Q2 		$143K Buy
9,483
+869
+10% +$11K 0.02% 469
2023
Q1 		$109K Buy
8,614
+695
+9% +$8.7K 0.01% 520
2022
Q4 		$92.1K Sell
7,919
-3,701
-32% -$47.5K 0.01% 535
2022
Q3 		$130K Buy
11,620
+6,308
+119% +$88.3K 0.03% 366
2022
Q2 		$59K Buy
5,312
+659
+14% +$9.02K 0.02% 570
2022
Q1 		$78K Buy
4,653
+1,150
+33% +$21.9K 0.02% 386
2021
Q4 		$73K Buy
+3,503
New +$64.5K 0.02% 356

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

EverSource Wealth Advisors's F Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ford (F) stake by 0.93% in Q2 2026, buying an estimated $2.35K and bringing the position to 18,888 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #872.

EverSource Wealth Advisors first reported a position in F in Q4 2021 and has held it in 19 quarters since. The position peaked at $461K in Q2 2024. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • EverSource Wealth Advisors held 18,888 shares of Ford worth $263K as of Q2 2026.
  • EverSource Wealth Advisors bought 174 Ford shares in Q2 2026, an estimated $2.35K.
  • Ford made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #872 holding.
  • EverSource Wealth Advisors first reported a position in Ford in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ford position peaked at $461K in Q2 2024.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.