Accordant Advisory Group’s Fortinet FTNT Stock Holding History

Accordant Advisory Group’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 Q4	–	Sell	-1,467	Closed	-$123K	–	187
2025 Q3	$123K	Sell	1,467 -700	-32%	-$62.5K	0.08%	63
2025 Q2	$229K	Hold	2,167	–	–	0.17%	51
2025 Q1	$209K	Hold	2,167	–	–	0.2%	37
2024 Q4	$205K	Hold	2,167	–	–	0.2%	41
2024 Q3	$168K	Hold	2,167	–	–	0.13%	50
2024 Q2	$131K	Hold	2,167	–	–	0.12%	59
2024 Q1	$148K	Buy	+2,167	New	+$144K	0.11%	97

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Accordant Advisory Group's FTNT Position: Q4 2025 in Review

Accordant Advisory Group sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 1,467 shares — an estimated $123K sold.

Accordant Advisory Group first reported a position in FTNT in Q1 2024 and held it in 7 quarters. The position peaked at $229K in Q2 2025. 1,325 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Accordant Advisory Group reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Accordant Advisory Group sold 1,467 Fortinet shares in Q4 2025, an estimated $123K.
Accordant Advisory Group first reported a position in Fortinet in Q1 2024 and held it in 7 quarters.
Accordant Advisory Group's Fortinet position peaked at $229K in Q2 2025.
1,325 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.