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Atria Wealth Solutions’s Fortinet FTNT Stock Holding History

Atria Wealth Solutions’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 		$2.96M Sell
27,967
-9,940
-26% -$1M 0.07% 321
2025
Q1 		$3.65M Sell
37,907
-1,981
-5% -$201K 0.04% 434
2024
Q4 		$3.77M Sell
39,888
-815
-2% -$72.5K 0.04% 432
2024
Q3 		$3.16M Sell
40,703
-9,417
-19% -$643K 0.03% 481
2024
Q2 		$3.02M Sell
50,120
-1,120
-2% -$69.6K 0.03% 485
2024
Q1 		$3.5M Sell
51,240
-11,442
-18% -$762K 0.04% 447
2023
Q4 		$3.67M Sell
62,682
-44,366
-41% -$2.45M 0.05% 399
2023
Q3 		$6.28M Sell
107,048
-3,139
-3% -$208K 0.09% 239
2023
Q2 		$8.33M Sell
110,187
-5,451
-5% -$371K 0.11% 179
2023
Q1 		$7.69M Buy
115,638
+14,887
+15% +$846K 0.11% 177
2022
Q4 		$4.93M Sell
100,751
-17,183
-15% -$895K 0.08% 256
2022
Q3 		$5.79M Sell
117,934
-4,567
-4% -$247K 0.1% 204
2022
Q2 		$6.93M Buy
122,501
+15,941
+15% +$947K 0.13% 171
2022
Q1 		$7.28M Buy
+106,560
New +$6.62M 0.12% 179

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atria Wealth Solutions's FTNT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fortinet (FTNT) stake by 26% in Q2 2025, selling an estimated $1M and leaving 27,967 shares worth $2.96M. The position accounts for 0.07% of the portfolio, ranked #321.

Atria Wealth Solutions first reported a position in FTNT in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.33M in Q2 2023. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Atria Wealth Solutions held 27,967 shares of Fortinet worth $2.96M as of Q2 2025.
  • Atria Wealth Solutions sold 9,940 Fortinet shares in Q2 2025, an estimated $1M.
  • Fortinet made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #321 holding.
  • Atria Wealth Solutions first reported a position in Fortinet in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Fortinet position peaked at $8.33M in Q2 2023.
  • 1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.