UFPG
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United Financial Planning Group’s Ford F Stock Holding History

United Financial Planning Group’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 		$222 Hold
16
– – ﹤0.01% 459
2026
Q1 		$185 Hold
16
– – ﹤0.01% 453
2025
Q4 		$210 Hold
16
– – ﹤0.01% 464
2025
Q3 		$191 Buy
+16
New +$184 ﹤0.01% 208

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

United Financial Planning Group's F Position: Q2 2026 in Review

United Financial Planning Group held its Ford (F) position steady in Q2 2026 at 16 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #459.

United Financial Planning Group first reported a position in F in Q3 2025 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • United Financial Planning Group held 16 shares of Ford worth $222 as of Q2 2026.
  • United Financial Planning Group left its Ford share count unchanged in Q2 2026.
  • Ford made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #459 holding.
  • United Financial Planning Group first reported a position in Ford in Q3 2025 and has held it in 4 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.