AWE
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Avidian Wealth Enterprises’s F5 FFIV Stock Holding History

Avidian Wealth Enterprises’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
3,003
+186
+7% +$66.1K 0.03% 279
2026
Q1 		$815K Buy
+2,817
New +$781K 0.03% 326

Other funds holding FFIV

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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Avidian Wealth Enterprises's FFIV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its F5 (FFIV) stake by 6.6% in Q2 2026, buying an estimated $66.1K and bringing the position to 3,003 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #279.

Avidian Wealth Enterprises first reported a position in FFIV in Q1 2026 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Avidian Wealth Enterprises held 3,003 shares of F5 worth $1.25M as of Q2 2026.
  • Avidian Wealth Enterprises bought 186 F5 shares in Q2 2026, an estimated $66.1K.
  • F5 made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #279 holding.
  • Avidian Wealth Enterprises first reported a position in F5 in Q1 2026 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.