Bartlett & Co Wealth Management’s F5 FFIV Stock Holding History

Bartlett & Co Wealth Management’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	$1.66K	Buy	+4	New	+$1.42K	﹤0.01%	1184
2026 Q1	–	Sell	-7	Closed	-$1.79K	–	1317
2025 Q4	$1.79K	Sell	7 -10	-59%	-$2.69K	﹤0.01%	1128
2025 Q3	$5.49K	Buy	17 +10	+143%	+$3.13K	﹤0.01%	995
2025 Q2	$2.06K	Hold	7	–	–	﹤0.01%	1090
2025 Q1	$1.86K	Hold	7	–	–	﹤0.01%	1070
2024 Q4	$1.76K	Hold	7	–	–	﹤0.01%	1040
2024 Q3	$1.54K	Buy	+7	New	+$1.36K	﹤0.01%	1056

Other funds holding FFIV

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bartlett & Co Wealth Management's FFIV Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in F5 (FFIV) in Q2 2026: 4 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in FFIV as recently as Q4 2025.

Bartlett & Co Wealth Management first reported a position in FFIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.49K in Q3 2025. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Bartlett & Co Wealth Management held 4 shares of F5 worth $1.66K as of Q2 2026.
F5 was a new Bartlett & Co Wealth Management position in Q2 2026.
F5 made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1184 holding.
Bartlett & Co Wealth Management first reported a position in F5 in Q3 2024 and has held it in 7 quarters since.
Bartlett & Co Wealth Management's F5 position peaked at $5.49K in Q3 2025.
831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.