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 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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return