Forteris Wealth Management
F icon

Forteris Wealth Management’s Ford F Stock Holding History

Forteris Wealth Management’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 		$534K Sell
44,238
-2,002
-4% -$27.8K 0.44% 44
2026
Q2 		$643K Hold
46,240
– – 0.53% 41
2026
Q1 		$534K Hold
46,240
– – 0.51% 45
2025
Q4 		$607K Buy
+46,240
New +$596K 0.6% 40

Other funds holding F

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Forteris Wealth Management's F Position: Q3 2026 in Review

Forteris Wealth Management reduced its Ford (F) stake by 4.3% in Q3 2026, selling an estimated $27.8K and leaving 44,238 shares worth $534K. The position accounts for 0.44% of the portfolio, ranked #44.

Forteris Wealth Management first reported a position in F in Q4 2025 and has held it in 4 quarters since. The position peaked at $643K in Q2 2026. 1,159 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • Forteris Wealth Management held 44,238 shares of Ford worth $534K as of Q3 2026.
  • Forteris Wealth Management sold 2,002 Ford shares in Q3 2026, an estimated $27.8K.
  • Ford made up 0.44% of Forteris Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Forteris Wealth Management first reported a position in Ford in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's Ford position peaked at $643K in Q2 2026.
  • 1,159 funds tracked by Wall St. Rank held Ford as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.