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Simon Quick Advisors’s F5 FFIV Stock Holding History

Simon Quick 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
Q2 		– Sell
-2,609
Closed -$695K – 461
2025
Q1 		$695K Buy
2,609
+976
+60% +$273K 0.04% 228
2024
Q4 		$411K Buy
1,633
+243
+17% +$58.1K 0.02% 286
2024
Q3 		$306K Buy
1,390
+37
+3% +$7.17K 0.02% 323
2024
Q2 		$233K Buy
1,353
+63
+5% +$11K 0.02% 335
2024
Q1 		$245K Buy
1,290
+22
+2% +$4.06K 0.02% 353
2023
Q4 		$227K Buy
1,268
+20
+2% +$3.26K 0.02% 289
2023
Q3 		$201K Buy
+1,248
New +$195K 0.02% 308
2020
Q3 		– Sell
-426
Closed -$59K – 462
2020
Q2 		$59K Buy
426
+79
+23% +$10.6K 0.02% 174
2020
Q1 		$37K Buy
347
+330
+1,941% +$40.4K 0.01% 228
2019
Q4 		$2K Buy
17
+1
+6% +$141 ﹤0.01% 594
2019
Q3 		$2K Buy
+16
New +$2.21K ﹤0.01% 344

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

Simon Quick Advisors's FFIV Position: Q2 2025 in Review

Simon Quick Advisors sold out of F5 (FFIV) in Q2 2025, closing a stake of 2,609 shares — an estimated $695K sold.

Simon Quick Advisors first reported a position in FFIV in Q3 2019 and held it in 11 quarters. The position peaked at $695K in Q1 2025. 723 funds tracked by Wall St. Rank hold FFIV as of Q2 2025.

  • Simon Quick Advisors reported no remaining F5 position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,609 F5 shares in Q2 2025, an estimated $695K.
  • Simon Quick Advisors first reported a position in F5 in Q3 2019 and held it in 11 quarters.
  • Simon Quick Advisors's F5 position peaked at $695K in Q1 2025.
  • 723 funds tracked by Wall St. Rank held F5 as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.