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Crestwood Advisors Group’s F5 FFIV Stock Holding History

Crestwood Advisors Group’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 		$920K Buy
2,211
+694
+46% +$247K 0.01% 335
2026
Q1 		$439K Buy
1,517
+566
+60% +$157K 0.01% 461
2025
Q4 		$243K Sell
951
-443
-32% -$119K ﹤0.01% 597
2025
Q3 		$451K Buy
1,394
+319
+30% +$99.9K 0.01% 381
2025
Q2 		$316K Buy
1,075
+88
+9% +$24.3K 0.01% 434
2025
Q1 		$263K Buy
987
+168
+21% +$47K 0.01% 451
2024
Q4 		$206K Buy
+819
New +$196K ﹤0.01% 444
2022
Q4 		– Sell
-1,804
Closed -$261K – 275
2022
Q3 		$261K Hold
1,804
– – 0.01% 230
2022
Q2 		$276K Sell
1,804
-35
-2% -$6.09K 0.01% 227
2022
Q1 		$384K Hold
1,839
– – 0.01% 220
2021
Q4 		$450K Buy
+1,839
New +$408K 0.01% 216
2017
Q2 		– Sell
-325
Closed -$41K – 251
2017
Q1 		$41K Buy
+325
New +$46.4K ﹤0.01% 284

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

Crestwood Advisors Group's FFIV Position: Q2 2026 in Review

Crestwood Advisors Group increased its F5 (FFIV) stake by 46% in Q2 2026, buying an estimated $247K and bringing the position to 2,211 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #335.

Crestwood Advisors Group first reported a position in FFIV in Q1 2017 and has held it in 12 quarters since. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Crestwood Advisors Group held 2,211 shares of F5 worth $920K as of Q2 2026.
  • Crestwood Advisors Group bought 694 F5 shares in Q2 2026, an estimated $247K.
  • F5 made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #335 holding.
  • Crestwood Advisors Group first reported a position in F5 in Q1 2017 and has held it in 12 quarters since.
  • 827 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.