BWFA
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Baltimore-Washington Financial Advisors’s Fortinet FTNT Stock Holding History

Baltimore-Washington Financial 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
2026
Q1 		– Sell
-115,145
Closed -$9.14M – 192
2025
Q4 		$9.14M Sell
115,145
-54,691
-32% -$4.54M 0.38% 65
2025
Q3 		$14.3M Buy
169,836
+2,883
+2% +$257K 0.61% 49
2025
Q2 		$17.7M Buy
166,953
+21,037
+14% +$2.12M 0.82% 44
2025
Q1 		$14M Buy
145,916
+79,869
+121% +$8.1M 0.75% 48
2024
Q4 		$6.24M Buy
66,047
+6,917
+12% +$615K 0.32% 75
2024
Q3 		$4.59M Buy
59,130
+1,190
+2% +$81.3K 0.25% 77
2024
Q2 		$3.49M Buy
57,940
+2,862
+5% +$178K 0.2% 79
2024
Q1 		$3.76M Buy
+55,078
New +$3.67M 0.23% 78

Other funds holding FTNT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return