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Heritage Wealth Advisors’s Ford F Stock Holding History

Heritage 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 		$40.6K Sell
2,920
-3,210
-52% -$43.3K ﹤0.01% 364
2026
Q1 		$70.7K Hold
6,130
– – ﹤0.01% 282
2025
Q4 		$80.4K Hold
6,130
– – ﹤0.01% 279
2025
Q3 		$73.3K Sell
6,130
-10,146
-62% -$117K ﹤0.01% 271
2025
Q2 		$177K Buy
16,276
+315
+2% +$3.21K 0.01% 213
2025
Q1 		$160K Sell
15,961
-317
-2% -$3.1K 0.01% 215
2024
Q4 		$161K Sell
16,278
-114
-0.7% -$1.22K 0.01% 221
2024
Q3 		$173K Sell
16,392
-1,910
-10% -$21.9K 0.01% 227
2024
Q2 		$230K Buy
18,302
+119
+0.7% +$1.47K 0.01% 192
2024
Q1 		$241K Buy
18,183
+247
+1% +$2.99K 0.01% 196
2023
Q4 		$219K Buy
17,936
+128
+0.7% +$1.42K 0.01% 207
2023
Q3 		$221K Buy
17,808
+111
+0.6% +$1.44K 0.01% 191
2023
Q2 		$268K Buy
17,697
+106
+0.6% +$1.34K 0.01% 181
2023
Q1 		$222K Buy
17,591
+546
+3% +$6.84K 0.01% 192
2022
Q4 		$198K Buy
17,045
+90
+0.5% +$1.16K 0.01% 210
2022
Q3 		$190K Buy
16,955
+379
+2% +$5.3K 0.01% 201
2022
Q2 		$184K Buy
16,576
+6,074
+58% +$83.2K 0.01% 205
2022
Q1 		$178K Buy
10,502
+2,345
+29% +$44.6K 0.01% 203
2021
Q4 		$169K Buy
8,157
+41
+0.5% +$755 0.01% 216
2021
Q3 		$115K Buy
8,116
+5
+0.1% +$68 0.01% 238
2021
Q2 		$121K Buy
8,111
+7,090
+694% +$94.3K 0.01% 240
2021
Q1 		$12.5K Buy
1,021
+1,000
+4,762% +$11.4K ﹤0.01% 456
2020
Q4 		$0 Buy
+21
New +$176 ﹤0.01% 548

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

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

Heritage Wealth Advisors reduced its Ford (F) stake by 52% in Q2 2026, selling an estimated $43.3K and leaving 2,920 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Heritage Wealth Advisors first reported a position in F in Q4 2020 and has held it in 23 quarters since. The position peaked at $268K in Q2 2023. 1,736 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Heritage Wealth Advisors held 2,920 shares of Ford worth $40.6K as of Q2 2026.
  • Heritage Wealth Advisors sold 3,210 Ford shares in Q2 2026, an estimated $43.3K.
  • Ford made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #364 holding.
  • Heritage Wealth Advisors first reported a position in Ford in Q4 2020 and has held it in 23 quarters since.
  • Heritage Wealth Advisors's Ford position peaked at $268K in Q2 2023.
  • 1,736 funds tracked by Wall St. Rank held Ford as of Q2 2026.

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