Beacon Pointe Advisors’s Fortinet FTNT Stock Holding History

Beacon Pointe 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	$32.2M	Buy	394,508 +17,407	+5%	+$1.41M	0.17%	128
2025 Q4	$29.9M	Sell	377,101 -20,482	-5%	-$1.7M	0.21%	107
2025 Q3	$33.4M	Buy	397,583 +30,593	+8%	+$2.73M	0.28%	76
2025 Q2	$38.8M	Buy	366,990 +3,991	+1%	+$403K	0.41%	48
2025 Q1	$34.9M	Sell	362,999 -1,649	-0.5%	-$167K	0.39%	48
2024 Q4	$34.5M	Buy	364,648 +67,188	+23%	+$5.98M	0.38%	51
2024 Q3	$23.1M	Sell	297,460 -3,236	-1%	-$221K	0.27%	86
2024 Q2	$18.1M	Sell	300,696 -77,725	-21%	-$4.83M	0.21%	109
2024 Q1	$25.8M	Buy	378,421 +35,822	+10%	+$2.38M	0.29%	77
2023 Q4	$20.1M	Buy	342,599 +215,613	+170%	+$11.9M	0.24%	101
2023 Q3	$7.45M	Buy	126,986 +122,506	+2,735%	+$8.11M	0.09%	200
2023 Q2	$339K	Buy	4,480 +14	+0.3%	+$952	0.01%	848
2023 Q1	$297K	Sell	4,466 -51	-1%	-$2.9K	0.01%	939
2022 Q4	$221K	Sell	4,517 -342	-7%	-$17.8K	﹤0.01%	963
2022 Q3	$240K	Sell	4,859 -263	-5%	-$14.2K	0.01%	864
2022 Q2	$289K	Sell	5,122 -1,193	-19%	-$70.8K	0.01%	836
2022 Q1	$432K	Buy	6,315 +1,965	+45%	+$122K	0.01%	845
2021 Q4	$313K	Sell	4,350 -370	-8%	-$24.4K	0.01%	717
2021 Q3	$276K	Buy	4,720 +395	+9%	+$22.9K	0.01%	738
2021 Q2	$206K	Buy	+4,325	New	+$185K	0.01%	789

Other funds holding FTNT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 New York $761B AUM 31.28% 1-Year Est. Return