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Summit Wealth Group (Colorado)’s Ford F Stock Holding History

Summit Wealth Group (Colorado)’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 		$154K Sell
11,068
-7,683
-41% -$104K 0.01% 394
2026
Q1 		$216K Buy
+18,751
New +$247K 0.02% 317
2025
Q4 		– Sell
-10,374
Closed -$129K – 385
2025
Q3 		$129K Buy
+10,374
New +$120K 0.01% 479

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

Summit Wealth Group (Colorado)'s F Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Ford (F) stake by 41% in Q2 2026, selling an estimated $104K and leaving 11,068 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #394.

Summit Wealth Group (Colorado) first reported a position in F in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,068 shares of Ford worth $154K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 7,683 Ford shares in Q2 2026, an estimated $104K.
  • Ford made up 0.01% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #394 holding.
  • Summit Wealth Group (Colorado) first reported a position in Ford in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Ford position peaked at $216K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.