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Optimum Investment Advisors’s Ford F Stock Holding History

Optimum 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
2025
Q3 		$110K Hold
9,169
– – 0.04% 250
2025
Q2 		$99.5K Hold
9,169
– – 0.04% 254
2025
Q1 		$92K Hold
9,169
– – 0.04% 256
2024
Q4 		$90.8K Hold
9,169
– – 0.04% 265
2024
Q3 		$96.8K Hold
9,169
– – 0.04% 278
2024
Q2 		$115K Buy
9,169
+104
+1% +$1.29K 0.05% 247
2024
Q1 		$120K Sell
9,065
-2,561
-22% -$31K 0.06% 249
2023
Q4 		$142K Sell
11,626
-102
-0.9% -$1.14K 0.07% 217
2023
Q3 		$146K Buy
11,728
+1
+0% +$13 0.07% 211
2023
Q2 		$177K Buy
11,727
+1
+0% +$13 0.09% 203
2023
Q1 		$148K Sell
11,726
-999
-8% -$12.5K 0.08% 213
2022
Q4 		$148K Sell
12,725
-1,000
-7% -$12.8K 0.08% 217
2022
Q3 		$154K Hold
13,725
– – 0.08% 209
2022
Q2 		$153K Sell
13,725
-180
-1% -$2.46K 0.08% 221
2022
Q1 		$235K Buy
13,905
+10
+0.1% +$190 0.1% 182
2021
Q4 		$289K Buy
13,895
+180
+1% +$3.31K 0.11% 176
2021
Q3 		$194K Buy
13,715
+650
+5% +$8.84K 0.08% 220
2021
Q2 		$194K Sell
13,065
-550
-4% -$7.31K 0.06% 267
2021
Q1 		$167K Hold
13,615
– – 0.05% 291
2020
Q4 		$120K Hold
13,615
– – 0.04% 323
2020
Q3 		$91K Sell
13,615
-500
-4% -$3.39K 0.03% 344
2020
Q2 		$86K Hold
14,115
– – 0.03% 349
2020
Q1 		$68K Sell
14,115
-1,778
-11% -$13.3K 0.03% 367
2019
Q4 		$148K Buy
15,893
+1,021
+7% +$9.18K 0.04% 323
2019
Q3 		$136K Sell
14,872
-1,389
-9% -$13.2K 0.04% 318
2019
Q2 		$166K Sell
16,261
-291
-2% -$2.87K 0.05% 296
2019
Q1 		$145K Sell
16,552
-4,337
-21% -$37.2K 0.05% 323
2018
Q4 		$160K Sell
20,889
-4,900
-19% -$43.7K 0.06% 290
2018
Q3 		$239K Sell
25,789
-8,849
-26% -$88.5K 0.07% 274
2018
Q2 		$383K Sell
34,638
-2,540
-7% -$29.1K 0.11% 187
2018
Q1 		$412K Sell
37,178
-2,435
-6% -$27.5K 0.12% 179
2017
Q4 		$495K Hold
39,613
– – 0.16% 165
2017
Q3 		$474K Sell
39,613
-6,600
-14% -$74.4K 0.16% 174
2017
Q2 		$517K Sell
46,213
-8,800
-16% -$98.3K 0.18% 161
2017
Q1 		$640K Sell
55,013
-800
-1% -$9.94K 0.23% 127
2016
Q4 		$677K Sell
55,813
-7,887
-12% -$95.7K 0.25% 110
2016
Q3 		$769K Sell
63,700
-20,493
-24% -$259K 0.29% 101
2016
Q2 		$1.06M Sell
84,193
-8,694
-9% -$115K 0.41% 68
2016
Q1 		$1.25M Buy
92,887
+12,018
+15% +$151K 0.49% 58
2015
Q4 		$1.14M Sell
80,869
-16,344
-17% -$237K 0.44% 61
2015
Q3 		$1.32M Buy
+97,213
New +$1.39M 0.53% 48
2015
Q1 		$2.13M Buy
132,002
+3,155
+2% +$49.8K 0.67% 29
2014
Q4 		$2M Buy
128,847
+2,469
+2% +$36.4K 0.64% 29
2014
Q3 		$1.87M Sell
126,378
-3,196
-2% -$54.6K 0.62% 35
2014
Q2 		$2.23M Buy
129,574
+6,276
+5% +$102K 0.72% 29
2014
Q1 		$1.92M Buy
123,298
+12,800
+12% +$198K 0.72% 31
2013
Q4 		$1.71M Buy
110,498
+100
+0.1% +$1.68K 0.64% 35
2013
Q3 		$1.86M Buy
+110,398
New +$1.86M 0.76% 32

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Optimum Investment Advisors's F Position: Q3 2025 in Review

Optimum Investment Advisors held its Ford (F) position steady in Q3 2025 at 9,169 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #250.

Optimum Investment Advisors first reported a position in F in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.23M in Q2 2014. 1,615 funds tracked by Wall St. Rank hold F as of Q3 2025.

  • Optimum Investment Advisors held 9,169 shares of Ford worth $110K as of Q3 2025.
  • Optimum Investment Advisors left its Ford share count unchanged in Q3 2025.
  • Ford made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #250 holding.
  • Optimum Investment Advisors first reported a position in Ford in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Ford position peaked at $2.23M in Q2 2014.
  • 1,615 funds tracked by Wall St. Rank held Ford as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.