ProVise Management Group’s Ford F Stock Holding History

ProVise Management Group’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	$155K	Buy	11,174 +512	+5%	+$6.91K	0.01%	277
2026 Q1	$123K	Buy	10,662 +238	+2%	+$3.13K	0.01%	260
2025 Q4	$137K	Sell	10,424 -476	-4%	-$6.14K	0.01%	254
2025 Q3	$130K	Hold	10,900	–	–	0.01%	252
2025 Q2	$118K	Buy	10,900 +136	+1%	+$1.39K	0.01%	255
2025 Q1	$108K	Buy	10,764 +30	+0.3%	+$293	0.01%	246
2024 Q4	$106K	Buy	+10,734	New	+$114K	0.01%	254
2013 Q4	–	Sell	-10,048	Closed	-$170K	–	297
2013 Q3	$170K	Sell	10,048 -15	-0.1%	-$253	0.05%	283
2013 Q2	$155K	Buy	+10,063	New	+$144K	0.05%	310

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ProVise Management Group's F Position: Q2 2026 in Review

ProVise Management Group increased its Ford (F) stake by 4.8% in Q2 2026, buying an estimated $6.91K and bringing the position to 11,174 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #277.

ProVise Management Group first reported a position in F in Q2 2013 and has held it in 9 quarters since. The position peaked at $170K in Q3 2013. 1,745 funds tracked by Wall St. Rank hold F as of Q2 2026.

ProVise Management Group held 11,174 shares of Ford worth $155K as of Q2 2026.
ProVise Management Group bought 512 Ford shares in Q2 2026, an estimated $6.91K.
Ford made up 0.01% of ProVise Management Group's portfolio in Q2 2026, its #277 holding.
ProVise Management Group first reported a position in Ford in Q2 2013 and has held it in 9 quarters since.
ProVise Management Group's Ford position peaked at $170K in Q3 2013.
1,745 funds tracked by Wall St. Rank held Ford as of Q2 2026.

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