TWD
FFIV icon

True Wealth Design’s F5 FFIV Stock Holding History

True Wealth Design’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 		$87.8K Buy
211
+150
+246% +$53.3K 0.02% 294
2026
Q1 		$17.6K Buy
61
+51
+510% +$14.1K ﹤0.01% 766
2025
Q4 		$2.55K Sell
10
-260
-96% -$69.9K ﹤0.01% 1358
2025
Q3 		$87.3K Buy
270
+85
+46% +$26.6K 0.03% 188
2025
Q2 		$54.5K Buy
185
+135
+270% +$37.3K 0.02% 194
2025
Q1 		$13.3K Buy
50
+45
+900% +$12.6K 0.01% 407
2024
Q4 		$1.26K Buy
5
+1
+25% +$239 ﹤0.01% 865
2024
Q3 		$881 Hold
4
– – ﹤0.01% 1001
2024
Q2 		$689 Sell
4
-4,813
-100% -$842K ﹤0.01% 597
2024
Q1 		$913K Sell
4,817
-377
-7% -$69.6K 0.23% 51
2023
Q4 		$930K Sell
5,194
-177
-3% -$28.9K 0.26% 34
2023
Q3 		$865K Buy
5,371
+5,369
+268,450% +$840K 0.29% 31
2023
Q2 		$293 Hold
2
– – ﹤0.01% 588
2023
Q1 		$292 Hold
2
– – ﹤0.01% 665
2022
Q4 		$287 Buy
+2
New +$293 ﹤0.01% 593

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

True Wealth Design's FFIV Position: Q2 2026 in Review

True Wealth Design increased its F5 (FFIV) stake by 246% in Q2 2026, buying an estimated $53.3K and bringing the position to 211 shares worth $87.8K. The position accounts for 0.02% of the portfolio, ranked #294.

True Wealth Design first reported a position in FFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $930K in Q4 2023. 829 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • True Wealth Design held 211 shares of F5 worth $87.8K as of Q2 2026.
  • True Wealth Design bought 150 F5 shares in Q2 2026, an estimated $53.3K.
  • F5 made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #294 holding.
  • True Wealth Design first reported a position in F5 in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's F5 position peaked at $930K in Q4 2023.
  • 829 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.