GA
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GoalVest Advisory’s Ford F Stock Holding History

GoalVest Advisory’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 		$45.1K Hold
3,244
– – 0.01% 219
2026
Q1 		$37.4K Hold
3,244
– – 0.01% 255
2025
Q4 		$42.6K Buy
3,244
+2,044
+170% +$26.4K 0.01% 258
2025
Q3 		$14.4K Hold
1,200
– – ﹤0.01% 313
2025
Q2 		$13K Buy
1,200
+1,084
+934% +$11K ﹤0.01% 298
2025
Q1 		$1.16K Buy
116
+16
+16% +$156 ﹤0.01% 328
2024
Q4 		$990 Hold
100
– – ﹤0.01% 357
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 361
2024
Q2 		$1.25K Sell
100
-1,398
-93% -$17.3K ﹤0.01% 300
2024
Q1 		$19.9K Buy
1,498
+1,178
+368% +$14.3K 0.01% 271
2023
Q4 		$3.9K Buy
320
+220
+220% +$2.45K ﹤0.01% 298
2023
Q3 		$1.24K Hold
100
– – ﹤0.01% 438
2023
Q2 		$1.51K Hold
100
– – ﹤0.01% 354
2023
Q1 		$1.26K Hold
100
– – ﹤0.01% 232
2022
Q4 		$1.16K Sell
100
-1,783
-95% -$22.9K ﹤0.01% 230
2022
Q3 		$21K Sell
1,883
-1,773
-48% -$24.8K 0.01% 153
2022
Q2 		$41K Buy
3,656
+3,546
+3,224% +$48.6K 0.03% 176
2022
Q1 		$2K Buy
+110
New +$2.09K ﹤0.01% 289

Other funds holding F

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GFS
Geremia Financial Services Edison, New Jersey $94.3M AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

GoalVest Advisory's F Position: Q2 2026 in Review

GoalVest Advisory held its Ford (F) position steady in Q2 2026 at 3,244 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #219.

GoalVest Advisory first reported a position in F in Q1 2022 and has held it in 18 quarters since. 276 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • GoalVest Advisory held 3,244 shares of Ford worth $45.1K as of Q2 2026.
  • GoalVest Advisory left its Ford share count unchanged in Q2 2026.
  • Ford made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #219 holding.
  • GoalVest Advisory first reported a position in Ford in Q1 2022 and has held it in 18 quarters since.
  • 276 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.