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Morningstar Investment Management’s F5 FFIV Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-814
Closed -$240K – 497
2025
Q2 		$240K Buy
+814
New +$225K 0.02% 186
2025
Q1 		– Sell
-884
Closed -$222K – 131
2024
Q4 		$222K Buy
+884
New +$211K 0.02% 195

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morningstar Investment Management's FFIV Position: Q3 2025 in Review

Morningstar Investment Management sold out of F5 (FFIV) in Q3 2025, closing a stake of 814 shares — an estimated $240K sold.

Morningstar Investment Management first reported a position in FFIV in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q2 2025. 760 funds tracked by Wall St. Rank hold FFIV as of Q3 2025.

  • Morningstar Investment Management reported no remaining F5 position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 814 F5 shares in Q3 2025, an estimated $240K.
  • Morningstar Investment Management first reported a position in F5 in Q4 2024 and held it in 2 quarters.
  • Morningstar Investment Management's F5 position peaked at $240K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held F5 as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.