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Bordeaux Wealth Advisors’s Fortinet FTNT Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$653K Buy
6,181
+247
+4% +$24.9K 0.08% 74
2025
Q1 		$571K Sell
5,934
-206
-3% -$20.9K 0.11% 80
2024
Q4 		$580K Buy
6,140
+263
+4% +$23.4K 0.09% 82
2024
Q3 		$456K Buy
5,877
+247
+4% +$16.9K 0.08% 97
2024
Q2 		$339K Buy
5,630
+29
+0.5% +$1.8K 0.06% 103
2024
Q1 		$383K Buy
5,601
+81
+1% +$5.39K 0.13% 70
2023
Q4 		$323K Buy
5,520
+11
+0.2% +$608 0.11% 78
2023
Q3 		$323K Sell
5,509
-274
-5% -$18.1K 0.13% 73
2023
Q2 		$437K Sell
5,783
-2
-0% -$136 0.18% 60
2023
Q1 		$384K Buy
5,785
+10
+0.2% +$568 0.2% 72
2022
Q4 		$282K Hold
5,775
– – 0.15% 73
2022
Q3 		$284K Buy
+5,775
New +$313K 0.18% 70

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bordeaux Wealth Advisors's FTNT Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Fortinet (FTNT) stake by 4.2% in Q2 2025, buying an estimated $24.9K and bringing the position to 6,181 shares worth $653K. The position accounts for 0.08% of the portfolio, ranked #74.

Bordeaux Wealth Advisors first reported a position in FTNT in Q3 2022 and has held it in 12 quarters since. 1,379 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Bordeaux Wealth Advisors held 6,181 shares of Fortinet worth $653K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 247 Fortinet shares in Q2 2025, an estimated $24.9K.
  • Fortinet made up 0.08% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #74 holding.
  • Bordeaux Wealth Advisors first reported a position in Fortinet in Q3 2022 and has held it in 12 quarters since.
  • 1,379 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.