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Herold Advisors’s Ford F Stock Holding History

Herold 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
Q1 		$369K Sell
31,977
-19,308
-38% -$254K 0.08% 197
2025
Q4 		$673K Buy
51,285
+3,910
+8% +$50.4K 0.15% 144
2025
Q3 		$567K Sell
47,375
-3,189
-6% -$36.7K 0.13% 153
2025
Q2 		$549K Buy
50,564
+4,785
+10% +$48.7K 0.12% 180
2025
Q1 		$459K Sell
45,779
-730
-2% -$7.13K 0.1% 186
2024
Q4 		$460K Buy
46,509
+4,150
+10% +$44.3K 0.1% 190
2024
Q3 		$447K Buy
42,359
+5,925
+16% +$67.8K 0.1% 195
2024
Q2 		$457K Buy
36,434
+1,348
+4% +$16.7K 0.11% 191
2024
Q1 		$466K Sell
35,086
-6,174
-15% -$74.8K 0.11% 186
2023
Q4 		$503K Sell
41,260
-1,922
-4% -$21.4K 0.14% 157
2023
Q3 		$536K Buy
43,182
+5,254
+14% +$68.2K 0.16% 148
2023
Q2 		$574K Sell
37,928
-2,313
-6% -$29.3K 0.18% 140
2023
Q1 		$507K Buy
40,241
+295
+0.7% +$3.69K 0.18% 139
2022
Q4 		$465K Buy
39,946
+3,989
+11% +$51.3K 0.2% 122
2022
Q3 		$402K Sell
35,957
-1,991
-5% -$27.9K 0.19% 126
2022
Q2 		$422K Buy
37,948
+2,108
+6% +$28.9K 0.19% 131
2022
Q1 		$606K Buy
35,840
+9,600
+37% +$183K 0.22% 112
2021
Q4 		$545K Sell
26,240
-4,834
-16% -$89K 0.21% 119
2021
Q3 		$440K Buy
+31,074
New +$423K 0.17% 136

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Herold Advisors's F Position: Q1 2026 in Review

Herold Advisors reduced its Ford (F) stake by 38% in Q1 2026, selling an estimated $254K and leaving 31,977 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #197.

Herold Advisors first reported a position in F in Q3 2021 and has held it in 19 quarters since. The position peaked at $673K in Q4 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Herold Advisors held 31,977 shares of Ford worth $369K as of Q1 2026.
  • Herold Advisors sold 19,308 Ford shares in Q1 2026, an estimated $254K.
  • Ford made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #197 holding.
  • Herold Advisors first reported a position in Ford in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Ford position peaked at $673K in Q4 2025.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.