Holistic Planning’s Ford F Stock Holding History

Holistic Planning’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	$145K	Sell	12,578 -1,504	-11%	-$19.8K	0.03%	289
2025 Q4	$185K	Buy	14,082 +1,754	+14%	+$22.6K	0.04%	275
2025 Q3	$147K	Buy	12,328 +207	+2%	+$2.38K	0.04%	230
2025 Q2	$132K	Buy	12,121 +1,821	+18%	+$18.5K	0.04%	217
2025 Q1	$103K	Buy	+10,300	New	+$101K	0.04%	188
2024 Q4	–	Sell	-13,885	Closed	-$147K	–	176
2024 Q3	$147K	Buy	+13,885	New	+$159K	0.06%	154

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Planning's F Position: Q1 2026 in Review

Holistic Planning reduced its Ford (F) stake by 11% in Q1 2026, selling an estimated $19.8K and leaving 12,578 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #289.

Holistic Planning first reported a position in F in Q3 2024 and has held it in 6 quarters since. The position peaked at $185K in Q4 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Holistic Planning held 12,578 shares of Ford worth $145K as of Q1 2026.
Holistic Planning sold 1,504 Ford shares in Q1 2026, an estimated $19.8K.
Ford made up 0.03% of Holistic Planning's portfolio in Q1 2026, its #289 holding.
Holistic Planning first reported a position in Ford in Q3 2024 and has held it in 6 quarters since.
Holistic Planning's Ford position peaked at $185K in Q4 2025.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.