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 Q2	$581K	Buy	41,805 +5,900	+16%	+$79.6K	0.02%	579
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 $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

Simplicity Wealth's F Position: Q2 2026 in Review

Simplicity Wealth increased its Ford (F) stake by 16% in Q2 2026, buying an estimated $79.6K and bringing the position to 41,805 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #579.

Simplicity Wealth first reported a position in F in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2024. 1,736 funds tracked by Wall St. Rank hold F as of Q2 2026.

Simplicity Wealth held 41,805 shares of Ford worth $581K as of Q2 2026.
Simplicity Wealth bought 5,900 Ford shares in Q2 2026, an estimated $79.6K.
Ford made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #579 holding.
Simplicity Wealth first reported a position in Ford in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Ford position peaked at $1.19M in Q2 2024.
1,736 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.