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Balboa Wealth Partners’s Fortinet FTNT Stock Holding History

Balboa Wealth Partners’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
2026
Q1 		$248K Buy
3,039
+76
+3% +$6.14K 0.04% 348
2025
Q4 		$235K Sell
2,963
-434
-13% -$36K 0.04% 340
2025
Q3 		$286K Buy
3,397
+1,067
+46% +$95.2K 0.05% 281
2025
Q2 		$246K Buy
2,330
+96
+4% +$9.69K 0.05% 287
2025
Q1 		$215K Sell
2,234
-248
-10% -$25.1K 0.05% 255
2024
Q4 		$234K Buy
+2,482
New +$221K 0.05% 249
2024
Q2 		– Sell
-3,634
Closed -$248K – 315
2024
Q1 		$248K Buy
+3,634
New +$242K 0.07% 193
2023
Q3 		– Sell
-3,003
Closed -$227K – 292
2023
Q2 		$227K Buy
+3,003
New +$204K 0.08% 210

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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State Street
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Invesco
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VPM
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return