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Arete Wealth Advisors’s Fortinet FTNT Stock Holding History

Arete Wealth Advisors’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
-3,822
Closed -$322K – 501
2025
Q3 		$322K Sell
3,822
-2,407
-39% -$215K 0.02% 570
2025
Q2 		$659K Sell
6,229
-5,645
-48% -$570K 0.05% 339
2025
Q1 		$1.14M Buy
11,874
+2,304
+24% +$234K 0.09% 230
2024
Q4 		$904K Buy
9,570
+1,779
+23% +$158K 0.07% 271
2024
Q3 		$603K Buy
7,791
+1,733
+29% +$118K 0.05% 323
2024
Q2 		$366K Buy
+6,058
New +$377K 0.03% 478
2024
Q1 		– Sell
-7,569
Closed -$443K – 496
2023
Q4 		$443K Buy
7,569
+333
+5% +$18.4K 0.03% 427
2023
Q3 		$425K Buy
7,236
+2,177
+43% +$144K 0.07% 267
2023
Q2 		$382K Buy
+5,059
New +$344K 0.03% 423
2023
Q1 		– Sell
-7,201
Closed -$352K – 683
2022
Q4 		$352K Sell
7,201
-39
-0.5% -$2.03K 0.03% 415
2022
Q3 		$356K Buy
7,240
+2,155
+42% +$117K 0.03% 362
2022
Q2 		$288K Buy
5,085
+460
+10% +$27.3K 0.03% 343
2022
Q1 		$316K Buy
4,625
+185
+4% +$11.5K 0.03% 363
2021
Q4 		$297K Buy
+4,440
New +$292K 0.03% 385
2019
Q3 		– Sell
-58,470
Closed -$898K – 421
2019
Q2 		$898K Sell
58,470
-490
-0.8% -$8.07K 0.17% 142
2019
Q1 		$990K Buy
+58,960
New +$940K 0.21% 128

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arete Wealth Advisors's FTNT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 3,822 shares — an estimated $322K sold.

Arete Wealth Advisors first reported a position in FTNT in Q1 2019 and held it in 16 quarters. The position peaked at $1.14M in Q1 2025. 1,327 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,822 Fortinet shares in Q4 2025, an estimated $322K.
  • Arete Wealth Advisors first reported a position in Fortinet in Q1 2019 and held it in 16 quarters.
  • Arete Wealth Advisors's Fortinet position peaked at $1.14M in Q1 2025.
  • 1,327 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.