True Wealth Design
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
Q3 		$124K Buy
278
+67
+32% +$27.6K 0.03% 217
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 		$54.4K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's FFIV Position: Q3 2026 in Review

True Wealth Design increased its F5 (FFIV) stake by 32% in Q3 2026, buying an estimated $27.6K and bringing the position to 278 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #217.

True Wealth Design first reported a position in FFIV in Q4 2022 and has held it in 16 quarters since. The position peaked at $930K in Q4 2023. 131 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • True Wealth Design held 278 shares of F5 worth $124K as of Q3 2026.
  • True Wealth Design bought 67 F5 shares in Q3 2026, an estimated $27.6K.
  • F5 made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #217 holding.
  • True Wealth Design first reported a position in F5 in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's F5 position peaked at $930K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.