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Mount Yale Investment Advisors’s Ford F Stock Holding History

Mount Yale Investment 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
Q2 		$2.69M Buy
193,856
+58,982
+44% +$796K 0.05% 349
2026
Q1 		$1.56M Buy
134,874
+26,962
+25% +$355K 0.04% 427
2025
Q4 		$1.42M Buy
107,912
+67,625
+168% +$872K 0.07% 247
2025
Q3 		$482K Buy
40,287
+30,952
+332% +$357K 0.03% 425
2025
Q2 		$101K Buy
+9,335
New +$95.1K 0.01% 657
2021
Q2 		– Sell
-11,560
Closed -$142K – 432
2021
Q1 		$142K Buy
+11,560
New +$132K 0.02% 404
2019
Q3 		– Sell
-14,399
Closed -$137K – 311
2019
Q2 		$137K Buy
14,399
+607
+4% +$5.98K 0.03% 297
2019
Q1 		$121K Buy
13,792
+634
+5% +$5.45K 0.02% 295
2018
Q4 		$110K Sell
13,158
-933
-7% -$8.31K 0.02% 302
2018
Q3 		$135K Buy
14,091
+143
+1% +$1.43K 0.02% 354
2018
Q2 		$154K Buy
13,948
+645
+5% +$7.38K 0.03% 342
2018
Q1 		$147K Buy
+13,303
New +$150K 0.03% 339

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's F Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ford (F) stake by 44% in Q2 2026, buying an estimated $796K and bringing the position to 193,856 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #349.

Mount Yale Investment Advisors first reported a position in F in Q1 2018 and has held it in 12 quarters since. 1,745 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Mount Yale Investment Advisors held 193,856 shares of Ford worth $2.69M as of Q2 2026.
  • Mount Yale Investment Advisors bought 58,982 Ford shares in Q2 2026, an estimated $796K.
  • Ford made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #349 holding.
  • Mount Yale Investment Advisors first reported a position in Ford in Q1 2018 and has held it in 12 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.