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Mount Yale Investment Advisors’s F5 FFIV Stock Holding History

Mount Yale Investment Advisors’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
-253
Closed -$74.5K – 994
2025
Q2 		$74.5K Buy
+253
New +$69.9K 0.01% 711
2024
Q3 		– Sell
-7,943
Closed -$1.37M – 566
2024
Q2 		$1.37M Sell
7,943
-173
-2% -$30.3K 0.11% 174
2024
Q1 		$1.54M Sell
8,116
-27
-0.3% -$4.98K 0.12% 161
2023
Q4 		$1.46M Sell
8,143
-212
-3% -$34.6K 0.14% 154
2023
Q3 		$1.35M Buy
8,355
+349
+4% +$54.6K 0.15% 144
2023
Q2 		$1.17M Buy
+8,006
New +$1.14M 0.12% 175
2021
Q1 		– Sell
-9,451
Closed -$1.66M – 423
2020
Q4 		$1.66M Sell
9,451
-26
-0.3% -$3.95K 0.23% 99
2020
Q3 		$1.16M Buy
9,477
+357
+4% +$48K 0.17% 135
2020
Q2 		$1.27M Buy
9,120
+2,918
+47% +$393K 0.23% 104
2020
Q1 		$661K Sell
6,202
-1,372
-18% -$168K 0.15% 138
2019
Q4 		$925K Buy
7,574
+5,619
+287% +$791K 0.16% 128
2019
Q3 		$286K Sell
1,955
-418
-18% -$57.8K 0.05% 270
2019
Q2 		$318K Buy
2,373
+38
+2% +$5.69K 0.06% 255
2019
Q1 		$366K Buy
2,335
+153
+7% +$24.6K 0.07% 232
2018
Q4 		$356K Buy
2,182
+110
+5% +$18.9K 0.07% 233
2018
Q3 		$390K Sell
2,072
-130
-6% -$23.8K 0.07% 219
2018
Q2 		$380K Sell
2,202
-1,865
-46% -$311K 0.07% 221
2018
Q1 		$588K Buy
+4,067
New +$583K 0.13% 148

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

Mount Yale Investment Advisors's FFIV Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of F5 (FFIV) in Q3 2025, closing a stake of 253 shares — an estimated $74.5K sold.

Mount Yale Investment Advisors first reported a position in FFIV in Q1 2018 and held it in 18 quarters. The position peaked at $1.66M in Q4 2020. 759 funds tracked by Wall St. Rank hold FFIV as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining F5 position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 253 F5 shares in Q3 2025, an estimated $74.5K.
  • Mount Yale Investment Advisors first reported a position in F5 in Q1 2018 and held it in 18 quarters.
  • Mount Yale Investment Advisors's F5 position peaked at $1.66M in Q4 2020.
  • 759 funds tracked by Wall St. Rank held F5 as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.