Alpine Woods Capital Investors’s Fortinet FTNT Stock Holding History

Alpine Woods Capital Investors’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	-5,734	Closed	-$606K	–	161
2025 Q2	$606K	Buy	5,734 +1,719	+43%	+$173K	0.14%	106
2025 Q1	$386K	Buy	+4,015	New	+$407K	0.1%	127
2014 Q1	–	Sell	-59,070	Closed	-$226K	–	450
2013 Q4	$226K	Buy	+59,070	New	+$230K	0.01%	367

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

Alpine Woods Capital Investors's FTNT Position: Q3 2025 in Review

Alpine Woods Capital Investors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 5,734 shares — an estimated $606K sold.

Alpine Woods Capital Investors first reported a position in FTNT in Q4 2013 and held it in 3 quarters. The position peaked at $606K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

Alpine Woods Capital Investors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
Alpine Woods Capital Investors sold 5,734 Fortinet shares in Q3 2025, an estimated $606K.
Alpine Woods Capital Investors first reported a position in Fortinet in Q4 2013 and held it in 3 quarters.
Alpine Woods Capital Investors's Fortinet position peaked at $606K in Q2 2025.
1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2025, filed 15 Oct 2025.