Synergy Investment Management’s Ford F Stock Holding History

Synergy Investment Management’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	$3.78K	Sell	262 -19	-7%	-$256	﹤0.01%	811
2026 Q1	$3.24K	Buy	+281	New	+$3.7K	﹤0.01%	639

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

Synergy Investment Management's F Position: Q2 2026 in Review

Synergy Investment Management reduced its Ford (F) stake by 6.8% in Q2 2026, selling an estimated $256 and leaving 262 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Synergy Investment Management first reported a position in F in Q1 2026 and has held it in 2 quarters since. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

Synergy Investment Management held 262 shares of Ford worth $3.78K as of Q2 2026.
Synergy Investment Management sold 19 Ford shares in Q2 2026, an estimated $256.
Ford made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #811 holding.
Synergy Investment Management first reported a position in Ford in Q1 2026 and has held it in 2 quarters since.
1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.