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Optimum Investment Advisors’s F5 FFIV Stock Holding History

Optimum 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 		$275K Hold
850
– – 0.11% 162
2025
Q2 		$250K Hold
850
– – 0.11% 158
2025
Q1 		$226K Hold
850
– – 0.11% 161
2024
Q4 		$214K Sell
850
-50
-6% -$12K 0.09% 168
2024
Q3 		$198K Sell
900
-100
-10% -$19.4K 0.09% 189
2024
Q2 		$172K Sell
1,000
-150
-13% -$26.2K 0.08% 201
2024
Q1 		$218K Hold
1,150
– – 0.1% 183
2023
Q4 		$206K Buy
1,150
+60
+6% +$9.79K 0.1% 181
2023
Q3 		$176K Buy
1,090
+265
+32% +$41.4K 0.09% 191
2023
Q2 		$121K Buy
825
+175
+27% +$24.9K 0.06% 245
2023
Q1 		$94.7K Buy
650
+25
+4% +$3.61K 0.05% 274
2022
Q4 		$89.7K Buy
625
+50
+9% +$7.32K 0.05% 286
2022
Q3 		$83K Sell
575
-325
-36% -$51.5K 0.04% 306
2022
Q2 		$138K Sell
900
-605
-40% -$105K 0.07% 237
2022
Q1 		$314K Hold
1,505
– – 0.13% 154
2021
Q4 		$368K Buy
1,505
+350
+30% +$77.7K 0.14% 144
2021
Q3 		$230K Buy
1,155
+200
+21% +$40K 0.1% 199
2021
Q2 		$178K Sell
955
-400
-30% -$76.9K 0.06% 279
2021
Q1 		$283K Buy
1,355
+575
+74% +$113K 0.08% 212
2020
Q4 		$137K Buy
780
+750
+2,500% +$114K 0.04% 307
2020
Q3 		$4K Hold
30
– – ﹤0.01% 780
2020
Q2 		$4K Hold
30
– – ﹤0.01% 765
2020
Q1 		$3K Hold
30
– – ﹤0.01% 792
2019
Q4 		$4K Hold
30
– – ﹤0.01% 860
2019
Q3 		$4K Hold
30
– – ﹤0.01% 901
2019
Q2 		$4K Hold
30
– – ﹤0.01% 861
2019
Q1 		$5K Hold
30
– – ﹤0.01% 891
2018
Q4 		$5K Buy
+30
New +$5.15K ﹤0.01% 847

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

Optimum Investment Advisors's FFIV Position: Q3 2025 in Review

Optimum Investment Advisors held its F5 (FFIV) position steady in Q3 2025 at 850 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #162.

Optimum Investment Advisors first reported a position in FFIV in Q4 2018 and has held it in 28 quarters since. The position peaked at $368K in Q4 2021. 760 funds tracked by Wall St. Rank hold FFIV as of Q3 2025.

  • Optimum Investment Advisors held 850 shares of F5 worth $275K as of Q3 2025.
  • Optimum Investment Advisors left its F5 share count unchanged in Q3 2025.
  • F5 made up 0.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #162 holding.
  • Optimum Investment Advisors first reported a position in F5 in Q4 2018 and has held it in 28 quarters since.
  • Optimum Investment Advisors's F5 position peaked at $368K in Q4 2021.
  • 760 funds tracked by Wall St. Rank held F5 as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.