SWA
F icon

Strategies Wealth Advisors’s Ford F Stock Holding History

Strategies 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 		– Sell
-20,077
Closed -$232K – 205
2026
Q1 		$232K Sell
20,077
-154
-0.8% -$2.03K 0.02% 169
2025
Q4 		$265K Buy
20,231
+201
+1% +$2.59K 0.03% 159
2025
Q3 		$240K Sell
20,030
-4,073
-17% -$46.9K 0.02% 166
2025
Q2 		$262K Buy
24,103
+150
+0.6% +$1.53K 0.03% 156
2025
Q1 		$240K Buy
+23,953
New +$234K 0.03% 151

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

Strategies Wealth Advisors's F Position: Q2 2026 in Review

Strategies Wealth Advisors sold out of Ford (F) in Q2 2026, closing a stake of 20,077 shares — an estimated $232K sold.

Strategies Wealth Advisors first reported a position in F in Q1 2025 and held it in 5 quarters. The position peaked at $265K in Q4 2025. 1,743 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Strategies Wealth Advisors reported no remaining Ford position as of Q2 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 20,077 Ford shares in Q2 2026, an estimated $232K.
  • Strategies Wealth Advisors first reported a position in Ford in Q1 2025 and held it in 5 quarters.
  • Strategies Wealth Advisors's Ford position peaked at $265K in Q4 2025.
  • 1,743 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.