1858 Wealth Management’s Fortinet FTNT Stock Holding History

1858 Wealth Management’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,430	Closed	-$257K	–	119
2025 Q2	$257K	Buy	+2,430	New	+$245K	0.19%	96

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

1858 Wealth Management's FTNT Position: Q3 2025 in Review

1858 Wealth Management sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 2,430 shares — an estimated $257K sold.

1858 Wealth Management first reported a position in FTNT in Q2 2025 and held it in 1 quarter. The position peaked at $257K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

1858 Wealth Management reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 2,430 Fortinet shares in Q3 2025, an estimated $257K.
1858 Wealth Management first reported a position in Fortinet in Q2 2025 and held it in 1 quarter.
1858 Wealth Management's Fortinet position peaked at $257K in Q2 2025.
1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.