Advisor OS’s Fortinet FTNT Stock Holding History

Advisor OS’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 Q2	–	Sell	-4,486	Closed	-$432K	–	469
2025 Q1	$432K	Buy	+4,486	New	+$455K	0.05%	252
2022 Q1	–	Sell	-2,940	Closed	-$210K	–	213
2021 Q4	$210K	Buy	+2,940	New	+$193K	0.04%	235

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor OS's FTNT Position: Q2 2025 in Review

Advisor OS sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 4,486 shares — an estimated $432K sold.

Advisor OS first reported a position in FTNT in Q4 2021 and held it in 2 quarters. The position peaked at $432K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

Advisor OS reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
Advisor OS sold 4,486 Fortinet shares in Q2 2025, an estimated $432K.
Advisor OS first reported a position in Fortinet in Q4 2021 and held it in 2 quarters.
Advisor OS's Fortinet position peaked at $432K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.