TruWealth Advisors’s Ford F Stock Holding History

TruWealth 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 Q1	$117K	Hold	10,167	–	–	0.01%	181
2025 Q4	$133K	Hold	10,167	–	–	0.01%	182
2025 Q3	$122K	Hold	10,167	–	–	0.01%	182
2025 Q2	$110K	Sell	10,167 -1	-0%	-$10	0.01%	176
2025 Q1	$102K	Sell	10,168 -1,301	-11%	-$12.7K	0.01%	158
2024 Q4	$114K	Hold	11,469	–	–	0.01%	163
2024 Q3	$121K	Sell	11,469 -2,840	-20%	-$32.5K	0.01%	164
2024 Q2	$179K	Hold	14,309	–	–	0.01%	158
2024 Q1	$190K	Hold	14,309	–	–	0.01%	164
2023 Q4	$174K	Buy	14,309 +506	+4%	+$5.63K	0.01%	151
2023 Q3	$171K	Buy	13,803 +1	+0%	+$13	0.01%	146
2023 Q2	$209K	Sell	13,802 -232	-2%	-$2.94K	0.02%	143
2023 Q1	$177K	Hold	14,034	–	–	0.02%	145
2022 Q4	$163K	Buy	14,034 +748	+6%	+$9.61K	0.02%	137
2022 Q3	$149K	Hold	13,286	–	–	0.02%	131
2022 Q2	$148K	Hold	13,286	–	–	0.02%	133
2022 Q1	$225K	Buy	13,286 +232	+2%	+$4.41K	0.02%	113
2021 Q4	$271K	Hold	13,054	–	–	0.03%	102
2021 Q3	$185K	Sell	13,054 -300	-2%	-$4.08K	0.02%	117
2021 Q2	$198K	Sell	13,354 -585	-4%	-$7.78K	0.02%	115
2021 Q1	$171K	Sell	13,939 -700	-5%	-$8.01K	0.02%	109
2020 Q4	$129K	Buy	+14,639	New	+$123K	0.02%	108

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TruWealth Advisors's F Position: Q1 2026 in Review

TruWealth Advisors held its Ford (F) position steady in Q1 2026 at 10,167 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #181.

TruWealth Advisors first reported a position in F in Q4 2020 and has held it in 22 quarters since. The position peaked at $271K in Q4 2021. 1,706 funds tracked by Wall St. Rank hold F as of Q1 2026.

TruWealth Advisors held 10,167 shares of Ford worth $117K as of Q1 2026.
TruWealth Advisors left its Ford share count unchanged in Q1 2026.
Ford made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #181 holding.
TruWealth Advisors first reported a position in Ford in Q4 2020 and has held it in 22 quarters since.
TruWealth Advisors's Ford position peaked at $271K in Q4 2021.
1,706 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.