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Modera Wealth Management’s Ford F Stock Holding History

Modera Wealth Management’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 		$257K Buy
18,494
+1,496
+9% +$20.2K ﹤0.01% 584
2026
Q1 		$196K Buy
16,998
+319
+2% +$4.2K ﹤0.01% 613
2025
Q4 		$219K Sell
16,679
-305
-2% -$3.93K ﹤0.01% 604
2025
Q3 		$203K Sell
16,984
-11,152
-40% -$128K ﹤0.01% 629
2025
Q2 		$305K Sell
28,136
-2,033
-7% -$20.7K ﹤0.01% 534
2025
Q1 		$303K Buy
30,169
+617
+2% +$6.03K ﹤0.01% 513
2024
Q4 		$293K Buy
29,552
+5,262
+22% +$56.1K ﹤0.01% 519
2024
Q3 		$257K Buy
24,290
+2
+0% +$23 ﹤0.01% 520
2024
Q2 		$305K Sell
24,288
-342
-1% -$4.23K ﹤0.01% 473
2024
Q1 		$327K Sell
24,630
-1,911
-7% -$23.2K 0.01% 468
2023
Q4 		$324K Buy
26,541
+229
+0.9% +$2.55K 0.01% 462
2023
Q3 		$327K Sell
26,312
-5,776
-18% -$75K 0.01% 434
2023
Q2 		$486K Buy
32,088
+6,524
+26% +$82.5K 0.01% 384
2023
Q1 		$322K Buy
25,564
+1,292
+5% +$16.2K 0.01% 278
2022
Q4 		$282K Buy
24,272
+5,333
+28% +$68.5K 0.01% 292
2022
Q3 		$212K Buy
18,939
+535
+3% +$7.49K 0.01% 295
2022
Q2 		$205K Sell
18,404
-2,060
-10% -$28.2K 0.01% 318
2022
Q1 		$346K Sell
20,464
-18,154
-47% -$345K 0.02% 258
2021
Q4 		$802K Buy
38,618
+18,809
+95% +$346K 0.03% 197
2021
Q3 		$280K Buy
+19,809
New +$269K 0.01% 223
2021
Q1 		– Sell
-16,085
Closed -$141K – 235
2020
Q4 		$141K Buy
+16,085
New +$135K 0.01% 233
2018
Q3 		– Sell
-10,433
Closed -$115K – 144
2018
Q2 		$115K Sell
10,433
-2,267
-18% -$26K 0.02% 132
2018
Q1 		$141K Buy
12,700
+889
+8% +$10K 0.03% 129
2017
Q4 		$148K Buy
+11,811
New +$145K 0.03% 130

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Modera Wealth Management's F Position: Q2 2026 in Review

Modera Wealth Management increased its Ford (F) stake by 8.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 18,494 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Modera Wealth Management first reported a position in F in Q4 2017 and has held it in 24 quarters since. The position peaked at $802K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Modera Wealth Management held 18,494 shares of Ford worth $257K as of Q2 2026.
  • Modera Wealth Management bought 1,496 Ford shares in Q2 2026, an estimated $20.2K.
  • Ford made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #584 holding.
  • Modera Wealth Management first reported a position in Ford in Q4 2017 and has held it in 24 quarters since.
  • Modera Wealth Management's Ford position peaked at $802K in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.