Simplicity Wealth’s Ford F Stock Holding History

Simplicity Wealth’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 Q1	$414K	Sell	35,905 -1,753	-5%	-$23.1K	0.02%	504
2025 Q4	$494K	Buy	37,658 +605	+2%	+$7.8K	0.03%	432
2025 Q3	$443K	Buy	37,053 +16,724	+82%	+$193K	0.03%	472
2025 Q2	$221K	Sell	20,329 -10,293	-34%	-$105K	0.01%	557
2025 Q1	$307K	Buy	30,622 +11,409	+59%	+$111K	0.02%	422
2024 Q4	$190K	Sell	19,213 -12,555	-40%	-$134K	0.04%	314
2024 Q3	$335K	Sell	31,768 -63,256	-67%	-$724K	0.03%	374
2024 Q2	$1.19M	Buy	95,024 +11,118	+13%	+$138K	0.03%	481
2024 Q1	$1.11M	Buy	+83,906	New	+$1.02M	0.03%	484

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's F Position: Q1 2026 in Review

Simplicity Wealth reduced its Ford (F) stake by 4.7% in Q1 2026, selling an estimated $23.1K and leaving 35,905 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #504.

Simplicity Wealth first reported a position in F in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2024. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Simplicity Wealth held 35,905 shares of Ford worth $414K as of Q1 2026.
Simplicity Wealth sold 1,753 Ford shares in Q1 2026, an estimated $23.1K.
Ford made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #504 holding.
Simplicity Wealth first reported a position in Ford in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Ford position peaked at $1.19M in Q2 2024.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.