UCFA
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United Capital Financial Advisors’s F5 FFIV Stock Holding History

United Capital Financial 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
2026
Q2 		$19.8M Sell
47,670
-1,037
-2% -$369K 0.11% 155
2026
Q1 		$14.1M Sell
48,707
-104
-0.2% -$28.8K 0.09% 186
2025
Q4 		$12.5M Sell
48,811
-118
-0.2% -$31.7K 0.08% 202
2025
Q3 		$15.8M Sell
48,929
-1,929
-4% -$604K 0.11% 151
2025
Q2 		$15M Sell
50,858
-387
-0.8% -$107K 0.12% 143
2025
Q1 		$13.6M Sell
51,245
-1,353
-3% -$378K 0.12% 143
2024
Q4 		$13.2M Buy
52,598
+60
+0.1% +$14.3K 0.11% 148
2024
Q3 		$11.6M Buy
52,538
+1,098
+2% +$213K 0.1% 169
2024
Q2 		$8.86M Sell
51,440
-10,665
-17% -$1.87M 0.08% 194
2024
Q1 		$11.8M Sell
62,105
-450
-0.7% -$83K 0.1% 168
2023
Q4 		$11.2M Buy
62,555
+1,189
+2% +$194K 0.09% 176
2023
Q3 		$9.89M Sell
61,366
-5,951
-9% -$931K 0.06% 225
2023
Q2 		$9.85M Sell
67,317
-7,614
-10% -$1.08M 0.05% 234
2023
Q1 		$10.9M Sell
74,931
-93
-0.1% -$13.4K 0.06% 230
2022
Q4 		$10.8M Sell
75,024
-2,031
-3% -$297K 0.06% 241
2022
Q3 		$11.2M Sell
77,055
-216
-0.3% -$34.2K 0.07% 225
2022
Q2 		$11.8M Buy
77,271
+339
+0.4% +$59K 0.06% 237
2022
Q1 		$16.1M Sell
76,932
-344
-0.4% -$72.2K 0.08% 214
2021
Q4 		$18.9M Sell
77,276
-1,660
-2% -$369K 0.09% 202
2021
Q3 		$15.7M Sell
78,936
-354
-0.4% -$70.8K 0.08% 215
2021
Q2 		$14.8M Sell
79,290
-2,401
-3% -$462K 0.07% 231
2021
Q1 		$17M Sell
81,691
-3,533
-4% -$696K 0.09% 202
2020
Q4 		$15M Buy
85,224
+706
+0.8% +$107K 0.09% 210
2020
Q3 		$10.4M Buy
84,518
+983
+1% +$132K 0.07% 247
2020
Q2 		$11.7M Buy
83,535
+1,022
+1% +$138K 0.08% 227
2020
Q1 		$8.8M Buy
82,513
+4,300
+5% +$526K 0.07% 255
2019
Q4 		$10.9M Sell
78,213
-725
-0.9% -$102K 0.07% 298
2019
Q3 		$11.1M Sell
78,938
-5,509
-7% -$762K 0.08% 279
2019
Q2 		$12.3M Buy
84,447
+1,783
+2% +$267K 0.08% 260
2019
Q1 		$13M Buy
82,664
+54
+0.1% +$8.69K 0.09% 250
2018
Q4 		$13.4M Buy
82,610
+41
+0% +$7.04K 0.11% 203
2018
Q3 		$16.5M Buy
82,569
+154
+0.2% +$28.2K 0.12% 197
2018
Q2 		$14.2M Sell
82,415
-14,690
-15% -$2.45M 0.11% 209
2018
Q1 		$14M Sell
97,105
-4,246
-4% -$609K 0.11% 212
2017
Q4 		$13.3M Sell
101,351
-102
-0.1% -$12.7K 0.11% 233
2017
Q3 		$12.2M Sell
101,453
-5,260
-5% -$635K 0.1% 240
2017
Q2 		$13.6M Buy
106,713
+6,274
+6% +$822K 0.12% 195
2017
Q1 		$14.3M Buy
100,439
+2,938
+3% +$419K 0.13% 176
2016
Q4 		$14.1M Buy
97,501
+4,476
+5% +$606K 0.14% 168
2016
Q3 		$11.6M Sell
93,025
-3,244
-3% -$394K 0.11% 213
2016
Q2 		$11M Buy
96,269
+10,863
+13% +$1.17M 0.11% 210
2016
Q1 		$9.04M Buy
85,406
+5,557
+7% +$533K 0.1% 226
2015
Q4 		$7.74M Sell
79,849
-34,471
-30% -$3.73M 0.09% 254
2015
Q3 		$13.2M Buy
114,320
+25,249
+28% +$3.09M 0.16% 135
2015
Q2 		$10.7M Buy
89,071
+1,457
+2% +$179K 0.12% 197
2015
Q1 		$10.7M Buy
87,614
+6,741
+8% +$793K 0.13% 196
2014
Q4 		$10.6M Buy
80,873
+3,524
+5% +$439K 0.16% 155
2014
Q3 		$9.18M Buy
77,349
+2,172
+3% +$255K 0.16% 162
2014
Q2 		$8.38M Buy
75,177
+3,979
+6% +$428K 0.16% 171
2014
Q1 		$7.59M Buy
71,198
+27,038
+61% +$2.86M 0.16% 144
2013
Q4 		$4.01M Buy
+44,160
New +$3.76M 0.14% 161
2013
Q3 		– Sell
-86,455
Closed -$5.95M – 695
2013
Q2 		$5.95M Buy
+86,455
New +$6.65M 0.16% 164

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

United Capital Financial Advisors's FFIV Position: Q2 2026 in Review

United Capital Financial Advisors reduced its F5 (FFIV) stake by 2.1% in Q2 2026, selling an estimated $369K and leaving 47,670 shares worth $19.8M. The position accounts for 0.11% of the portfolio, ranked #155.

United Capital Financial Advisors first reported a position in FFIV in Q2 2013 and has held it in 52 quarters since. 825 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • United Capital Financial Advisors held 47,670 shares of F5 worth $19.8M as of Q2 2026.
  • United Capital Financial Advisors sold 1,037 F5 shares in Q2 2026, an estimated $369K.
  • F5 made up 0.11% of United Capital Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • United Capital Financial Advisors first reported a position in F5 in Q2 2013 and has held it in 52 quarters since.
  • 825 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.