Heritage Wealth Advisors
F icon

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
Q3 		– Sell
-2,920
Closed -$40.6K – 349
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

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

Heritage Wealth Advisors's F Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Ford (F) in Q3 2026, closing a stake of 2,920 shares — an estimated $40.6K sold.

Heritage Wealth Advisors first reported a position in F in Q4 2020 and held it in 23 quarters. The position peaked at $268K in Q2 2023. 1,159 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Ford position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,920 Ford shares in Q3 2026, an estimated $40.6K.
  • Heritage Wealth Advisors first reported a position in Ford in Q4 2020 and held it in 23 quarters.
  • Heritage Wealth Advisors's Ford position peaked at $268K in Q2 2023.
  • 1,159 funds tracked by Wall St. Rank held Ford as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.