Barlow Wealth Partners’s Fortinet FTNT Stock Holding History

Barlow 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 Q2	$24.7M	Sell	157,525 -3,746	-2%	-$433K	2.67%	18
2026 Q1	$13.2M	Sell	161,271 -21,071	-12%	-$1.7M	1.47%	28
2025 Q4	$14.4M	Sell	182,342 -1,620	-0.9%	-$134K	1.56%	27
2025 Q3	$15.6M	Buy	183,962 +5,278	+3%	+$471K	1.73%	27
2025 Q2	$18.3M	Buy	178,684 +1,629	+0.9%	+$164K	2.19%	22
2025 Q1	$18M	Buy	177,055 +2,078	+1%	+$211K	2.37%	19
2024 Q4	$16.3M	Buy	174,977 +6,851	+4%	+$609K	2.06%	21
2024 Q3	$13M	Buy	168,126 +3,024	+2%	+$207K	1.7%	29
2024 Q2	$9.35M	Buy	165,102 +1,344	+0.8%	+$83.6K	1.29%	33
2024 Q1	$10.9M	Buy	163,758 +7,955	+5%	+$530K	1.48%	31
2023 Q4	$9.12M	Buy	+155,803	New	+$8.61M	1.3%	36

Other funds holding FTNT

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return