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ORG Wealth Partners’s F5 FFIV Stock Holding History

ORG Wealth Partners’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 		$423K Buy
1,016
+226
+29% +$80.3K 0.06% 162
2026
Q1 		$229K Buy
790
+234
+42% +$64.9K 0.05% 208
2025
Q4 		$142K Buy
556
+36
+7% +$9.69K 0.03% 248
2025
Q3 		$168K Buy
520
+202
+64% +$63.2K 0.04% 228
2025
Q2 		$94.1K Sell
318
-24
-7% -$6.63K 0.02% 252
2025
Q1 		$91.8K Buy
+342
New +$95.6K 0.03% 281

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

ORG Wealth Partners's FFIV Position: Q2 2026 in Review

ORG Wealth Partners increased its F5 (FFIV) stake by 29% in Q2 2026, buying an estimated $80.3K and bringing the position to 1,016 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #162.

ORG Wealth Partners first reported a position in FFIV in Q1 2025 and has held it in 6 quarters since. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • ORG Wealth Partners held 1,016 shares of F5 worth $423K as of Q2 2026.
  • ORG Wealth Partners bought 226 F5 shares in Q2 2026, an estimated $80.3K.
  • F5 made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • ORG Wealth Partners first reported a position in F5 in Q1 2025 and has held it in 6 quarters since.
  • 827 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.