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Wealthspire Advisors (New York)’s F5 FFIV Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-44
Closed -$14.2K – 1663
2025
Q3 		$14.2K Buy
+44
New +$13.8K ﹤0.01% 1853
2019
Q1 		– Sell
-47
Closed -$8K – 305
2018
Q4 		$8K Buy
+47
New +$8.06K ﹤0.01% 553

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JCAM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wealthspire Advisors (New York)'s FFIV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of F5 (FFIV) in Q4 2025, closing a stake of 44 shares — an estimated $14.2K sold.

Wealthspire Advisors (New York) first reported a position in FFIV in Q4 2018 and held it in 2 quarters. The position peaked at $14.2K in Q3 2025. 674 funds tracked by Wall St. Rank hold FFIV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining F5 position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 44 F5 shares in Q4 2025, an estimated $14.2K.
  • Wealthspire Advisors (New York) first reported a position in F5 in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s F5 position peaked at $14.2K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held F5 as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.