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Triad Wealth Partners’s Ford F Stock Holding History

Triad Wealth Partners’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
Q1 		$529K Buy
45,875
+2,035
+5% +$26.8K 0.04% 266
2025
Q4 		$575K Buy
+43,840
New +$565K 0.05% 239
2024
Q3 		– Sell
-564
Closed -$7.07K – 323
2024
Q2 		$7.07K Buy
+564
New +$6.98K ﹤0.01% 502

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's F Position: Q1 2026 in Review

Triad Wealth Partners increased its Ford (F) stake by 4.6% in Q1 2026, buying an estimated $26.8K and bringing the position to 45,875 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #266.

Triad Wealth Partners first reported a position in F in Q2 2024 and has held it in 3 quarters since. The position peaked at $575K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Triad Wealth Partners held 45,875 shares of Ford worth $529K as of Q1 2026.
  • Triad Wealth Partners bought 2,035 Ford shares in Q1 2026, an estimated $26.8K.
  • Ford made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #266 holding.
  • Triad Wealth Partners first reported a position in Ford in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's Ford position peaked at $575K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.