SIMA Wealth Partners’s Ford F Stock Holding History

SIMA Wealth Partners’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	$9.16K	Hold	659	–	–	0.01%	115
2026 Q1	$7.61K	Hold	659	–	–	0.01%	120
2025 Q4	$8.65K	Sell	659 -259	-28%	-$3.34K	0.01%	118
2025 Q3	$11K	Buy	918 +6	+0.7%	+$69	0.01%	122
2025 Q2	$9.89K	Buy	912 +8	+0.9%	+$81	0.01%	122
2025 Q1	$9.07K	Buy	904 +407	+82%	+$3.98K	0.01%	145
2024 Q4	$4.92K	Buy	497 +7	+1%	+$75	﹤0.01%	155
2024 Q3	$5.17K	Buy	490 +7	+1%	+$80	﹤0.01%	132
2024 Q2	$6.06K	Buy	+483	New	+$5.97K	0.01%	134

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 $3.37T AUM 44.26% 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

SIMA Wealth Partners's F Position: Q2 2026 in Review

SIMA Wealth Partners held its Ford (F) position steady in Q2 2026 at 659 shares worth $9.16K. The position accounts for 0.01% of the portfolio, ranked #115.

SIMA Wealth Partners first reported a position in F in Q2 2024 and has held it in 9 quarters since. The position peaked at $11K in Q3 2025. 1,724 funds tracked by Wall St. Rank hold F as of Q2 2026.

SIMA Wealth Partners held 659 shares of Ford worth $9.16K as of Q2 2026.
SIMA Wealth Partners left its Ford share count unchanged in Q2 2026.
Ford made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #115 holding.
SIMA Wealth Partners first reported a position in Ford in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Ford position peaked at $11K in Q3 2025.
1,724 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.