AT
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American Trust’s Fortinet FTNT Stock Holding History

American Trust’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
-2,434
Closed -$257K – 340
2025
Q2 		$257K Buy
+2,434
New +$246K 0.02% 242
2025
Q1 		– Sell
-3,828
Closed -$362K – 181
2024
Q4 		$362K Buy
3,828
+652
+21% +$58K 0.03% 204
2024
Q3 		$246K Buy
+3,176
New +$217K 0.02% 219
2023
Q4 		– Sell
-6,293
Closed -$369K – 296
2023
Q3 		$369K Sell
6,293
-1,369
-18% -$90.6K 0.03% 181
2023
Q2 		$579K Sell
7,662
-388
-5% -$26.4K 0.04% 200
2023
Q1 		$535K Buy
8,050
+220
+3% +$12.5K 0.04% 200
2022
Q4 		$383K Buy
+7,830
New +$408K 0.04% 266
2022
Q3 		– Sell
-4,020
Closed -$227K – 441
2022
Q2 		$227K Sell
4,020
-130
-3% -$7.72K 0.02% 384
2022
Q1 		$284K Buy
+4,150
New +$258K 0.02% 362

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return