Gradient Investments’s F5 FFIV Stock Holding History

Gradient Investments’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
2025 Q2	–	Sell	-8,535	Closed	-$2.27M	–	366
2025 Q1	$2.27M	Sell	8,535 -629	-7%	-$176K	0.05%	172
2024 Q4	$2.3M	Sell	9,164 -943	-9%	-$225K	0.05%	165
2024 Q3	$2.23M	Sell	10,107 -1,063	-10%	-$206K	0.05%	160
2024 Q2	$1.92M	Sell	11,170 -337	-3%	-$58.9K	0.04%	171
2024 Q1	$2.18M	Sell	11,507 -1,559	-12%	-$288K	0.05%	168
2023 Q4	$2.34M	Sell	13,066 -818	-6%	-$133K	0.06%	167
2023 Q3	$2.24M	Sell	13,884 -226	-2%	-$35.3K	0.06%	156
2023 Q2	$2.06M	Sell	14,110 -1,568	-10%	-$223K	0.05%	156
2023 Q1	$2.28M	Sell	15,678 -20,912	-57%	-$3.02M	0.06%	156
2022 Q4	$5.25M	Buy	+36,590	New	+$5.36M	0.17%	134
2018 Q4	–	Sell	-8	Closed	-$2K	–	964
2018 Q3	$2K	Hold	8	–	–	﹤0.01%	829
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	894
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	899
2017 Q4	$1K	Buy	+8	New	+$994	﹤0.01%	894

Other funds holding FFIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's FFIV Position: Q2 2025 in Review

Gradient Investments sold out of F5 (FFIV) in Q2 2025, closing a stake of 8,535 shares — an estimated $2.27M sold.

Gradient Investments first reported a position in FFIV in Q4 2017 and held it in 14 quarters. The position peaked at $5.25M in Q4 2022. 723 funds tracked by Wall St. Rank hold FFIV as of Q2 2025.

Gradient Investments reported no remaining F5 position as of Q2 2025 after selling out during the quarter.
Gradient Investments sold 8,535 F5 shares in Q2 2025, an estimated $2.27M.
Gradient Investments first reported a position in F5 in Q4 2017 and held it in 14 quarters.
Gradient Investments's F5 position peaked at $5.25M in Q4 2022.
723 funds tracked by Wall St. Rank held F5 as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.