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San Luis Wealth Advisors’s Ford F Stock Holding History

San Luis Wealth 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 		$1.07M Sell
77,013
-755
-1% -$10.2K 0.16% 94
2026
Q1 		$897K Buy
77,768
+3,981
+5% +$52.4K 0.15% 96
2025
Q4 		$968K Buy
73,787
+4,656
+7% +$60K 0.16% 92
2025
Q3 		$827K Buy
69,131
+4,359
+7% +$50.2K 0.15% 86
2025
Q2 		$703K Buy
+64,772
New +$660K 0.15% 77
2025
Q1 		– Sell
-72,273
Closed -$716K – 144
2024
Q4 		$716K Buy
72,273
+22,639
+46% +$241K 0.14% 83
2024
Q3 		$524K Buy
49,634
+27,997
+129% +$320K 0.11% 91
2024
Q2 		$271K Buy
+21,637
New +$268K 0.07% 110
2022
Q2 		– Sell
-15,235
Closed -$316K – 193
2022
Q1 		$316K Buy
+15,235
New +$290K 0.15% 118
2021
Q4 		– Sell
-10,178
Closed -$144K – 105
2021
Q3 		$144K Buy
+10,178
New +$138K 0.08% 149

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

San Luis Wealth Advisors's F Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Ford (F) stake by 0.97% in Q2 2026, selling an estimated $10.2K and leaving 77,013 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #94.

San Luis Wealth Advisors first reported a position in F in Q3 2021 and has held it in 10 quarters since. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • San Luis Wealth Advisors held 77,013 shares of Ford worth $1.07M as of Q2 2026.
  • San Luis Wealth Advisors sold 755 Ford shares in Q2 2026, an estimated $10.2K.
  • Ford made up 0.16% of San Luis Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • San Luis Wealth Advisors first reported a position in Ford in Q3 2021 and has held it in 10 quarters since.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.