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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
Q2 		$177K Buy
12,703
+125
+1% +$1.69K 0.03% 329
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
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

Holistic Planning's F Position: Q2 2026 in Review

Holistic Planning increased its Ford (F) stake by 0.99% in Q2 2026, buying an estimated $1.69K and bringing the position to 12,703 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #329.

Holistic Planning first reported a position in F in Q3 2024 and has held it in 7 quarters since. The position peaked at $185K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Holistic Planning held 12,703 shares of Ford worth $177K as of Q2 2026.
  • Holistic Planning bought 125 Ford shares in Q2 2026, an estimated $1.69K.
  • Ford made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #329 holding.
  • Holistic Planning first reported a position in Ford in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's Ford position peaked at $185K in Q4 2025.
  • 1,735 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.