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Valeo Financial Advisors’s Ford F Stock Holding History

Valeo Financial 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
2023
Q4 		– Sell
-400
Closed -$5 – 685
2023
Q3 		$5 Buy
+400
New +$5.19K ﹤0.01% 644
2021
Q3 		– Sell
-2,500
Closed -$37K – 597
2021
Q2 		$37K Sell
2,500
-1,500
-38% -$19.9K ﹤0.01% 495
2021
Q1 		$49K Buy
+4,000
New +$45.8K ﹤0.01% 876

Other funds holding F

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Valeo Financial Advisors's F Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Ford (F) stake by 4.7% in Q3 2026, selling an estimated $65.7K and leaving 96,688 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #275.

Valeo Financial Advisors first reported a position in F in Q3 2017 and has held it in 37 quarters since. The position peaked at $3.83M in Q2 2023. 78 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • Valeo Financial Advisors held 96,688 shares of Ford worth $1.17M as of Q3 2026.
  • Valeo Financial Advisors sold 4,735 Ford shares in Q3 2026, an estimated $65.7K.
  • Ford made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #275 holding.
  • Valeo Financial Advisors first reported a position in Ford in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Ford position peaked at $3.83M in Q2 2023.
  • 78 funds tracked by Wall St. Rank held Ford as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.