Brendel Financial Advisors’s Fortinet FTNT Stock Holding History

Brendel 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
2025 Q4	–	Sell	-3,212	Closed	-$270K	–	107
2025 Q3	$270K	Buy	3,212 +506	+19%	+$45.2K	0.14%	84
2025 Q2	$286K	Sell	2,706 -14	-0.5%	-$1.41K	0.16%	82
2025 Q1	$262K	Hold	2,720	–	–	0.16%	82
2024 Q4	$257K	Buy	+2,720	New	+$242K	0.16%	77
2024 Q2	–	Sell	-30,046	Closed	-$2.05M	–	92
2024 Q1	$2.05M	Buy	+30,046	New	+$2M	2.35%	18
2023 Q3	–	Sell	-26,011	Closed	-$1.97M	–	46
2023 Q2	$1.97M	Sell	26,011 -340	-1%	-$23.1K	2.96%	17
2023 Q1	$1.75M	Buy	+26,351	New	+$1.5M	1.3%	35
2022 Q1	–	Sell	-45,545	Closed	-$3.27M	–	120
2021 Q4	$3.27M	Buy	+45,545	New	+$3M	1.7%	17
2021 Q3	–	Sell	-1,350	Closed	-$64K	–	147
2021 Q2	$64K	Buy	+1,350	New	+$57.6K	0.04%	151

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brendel Financial Advisors's FTNT Position: Q4 2025 in Review

Brendel Financial Advisors sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 3,212 shares — an estimated $270K sold.

Brendel Financial Advisors first reported a position in FTNT in Q2 2021 and held it in 9 quarters. The position peaked at $3.27M in Q4 2021. 1,328 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Brendel Financial Advisors reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Brendel Financial Advisors sold 3,212 Fortinet shares in Q4 2025, an estimated $270K.
Brendel Financial Advisors first reported a position in Fortinet in Q2 2021 and held it in 9 quarters.
Brendel Financial Advisors's Fortinet position peaked at $3.27M in Q4 2021.
1,328 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.