Avantax Advisory Services’s Fortinet FTNT Stock Holding History

Avantax Advisory Services’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	$2.86M	Buy	27,075 +8,465	+45%	+$854K	0.02%	638
2025 Q1	$1.79M	Buy	18,610 +4,375	+31%	+$444K	0.01%	791
2024 Q4	$1.34M	Buy	14,235 +1,496	+12%	+$133K	0.01%	906
2024 Q3	$988K	Sell	12,739 -6,851	-35%	-$468K	0.01%	1033
2024 Q2	$1.18M	Sell	19,590 -1,225	-6%	-$76.2K	0.01%	898
2024 Q1	$1.42M	Buy	20,815 +11,680	+128%	+$778K	0.01%	639
2023 Q4	$535K	Sell	9,135 -50	-0.5%	-$2.76K	0.01%	954
2023 Q3	$539K	Sell	9,185 -9,947	-52%	-$658K	0.01%	914
2023 Q2	$1.45M	Buy	19,132 +2,260	+13%	+$154K	0.02%	564
2023 Q1	$1.12M	Sell	16,872 -5,868	-26%	-$334K	0.01%	628
2022 Q4	$1.11M	Sell	22,740 -244	-1%	-$12.7K	0.01%	606
2022 Q3	$1.13M	Sell	22,984 -1,569	-6%	-$85K	0.02%	524
2022 Q2	$1.39M	Buy	24,553 +1,483	+6%	+$88.1K	0.02%	463
2022 Q1	$1.58M	Buy	23,070 +2,740	+13%	+$170K	0.02%	432
2021 Q4	$1.46M	Buy	20,330 +895	+5%	+$58.9K	0.02%	426
2021 Q3	$1.14M	Buy	19,435 +750	+4%	+$43.4K	0.02%	451
2021 Q2	$891K	Buy	18,685 +12,500	+202%	+$534K	0.02%	507
2021 Q1	$229K	Buy	+6,185	New	+$202K	﹤0.01%	916
2020 Q4	–	Sell	-25,700	Closed	-$604K	–	1083
2020 Q3	$604K	Buy	+25,700	New	+$664K	0.01%	730

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

Avantax Advisory Services's FTNT Position: Q2 2025 in Review

Avantax Advisory Services increased its Fortinet (FTNT) stake by 45% in Q2 2025, buying an estimated $854K and bringing the position to 27,075 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #638.

Avantax Advisory Services first reported a position in FTNT in Q3 2020 and has held it in 19 quarters since. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

Avantax Advisory Services held 27,075 shares of Fortinet worth $2.86M as of Q2 2025.
Avantax Advisory Services bought 8,465 Fortinet shares in Q2 2025, an estimated $854K.
Fortinet made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #638 holding.
Avantax Advisory Services first reported a position in Fortinet in Q3 2020 and has held it in 19 quarters since.
1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.