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Total Wealth Planning & Management’s CF Industries CF Stock Holding History

Total Wealth Planning & Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$474K Sell
4,380
-1,500
-26% -$177K 0.32% 109
2026
Q1 		$763K Buy
5,880
+1,324
+29% +$135K 0.56% 55
2025
Q4 		$352K Buy
+4,556
New +$374K 0.26% 129
2025
Q2 		$448K Buy
6,900
+2,632
+62% +$224K 0.36% 95
2025
Q1 		$334K Sell
4,268
-622
-13% -$52.2K 0.32% 116
2024
Q4 		$417K Buy
+4,890
New +$423K 0.38% 75

Other funds holding CF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Total Wealth Planning & Management's CF Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its CF Industries (CF) stake by 26% in Q2 2026, selling an estimated $177K and leaving 4,380 shares worth $474K. The position accounts for 0.32% of the portfolio, ranked #109.

Total Wealth Planning & Management first reported a position in CF in Q4 2024 and has held it in 6 quarters since. The position peaked at $763K in Q1 2026. 961 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • Total Wealth Planning & Management held 4,380 shares of CF Industries worth $474K as of Q2 2026.
  • Total Wealth Planning & Management sold 1,500 CF Industries shares in Q2 2026, an estimated $177K.
  • CF Industries made up 0.32% of Total Wealth Planning & Management's portfolio in Q2 2026, its #109 holding.
  • Total Wealth Planning & Management first reported a position in CF Industries in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's CF Industries position peaked at $763K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.