SHP Wealth Management’s Ford F Stock Holding History

SHP 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	$66.2K	Buy	4,761 +422	+10%	+$5.69K	﹤0.01%	483
2026 Q1	$50.1K	Buy	4,339 +39	+0.9%	+$514	﹤0.01%	491
2025 Q4	$56.4K	Buy	+4,300	New	+$55.4K	﹤0.01%	451

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

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

SHP Wealth Management increased its Ford (F) stake by 9.7% in Q2 2026, buying an estimated $5.69K and bringing the position to 4,761 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

SHP Wealth Management first reported a position in F in Q4 2025 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold F as of Q2 2026.

SHP Wealth Management held 4,761 shares of Ford worth $66.2K as of Q2 2026.
SHP Wealth Management bought 422 Ford shares in Q2 2026, an estimated $5.69K.
Ford made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #483 holding.
SHP Wealth Management first reported a position in Ford in Q4 2025 and has held it in 3 quarters since.
1,745 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.