Brookwood Investment Group’s Fortinet FTNT Stock Holding History

Brookwood Investment Group’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 Q3	–	Sell	-1,993	Closed	-$211K	–	503
2025 Q2	$211K	Buy	+1,993	New	+$201K	0.03%	407

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Brookwood Investment Group's FTNT Position: Q3 2025 in Review

Brookwood Investment Group sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 1,993 shares — an estimated $211K sold.

Brookwood Investment Group first reported a position in FTNT in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

Brookwood Investment Group reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
Brookwood Investment Group sold 1,993 Fortinet shares in Q3 2025, an estimated $211K.
Brookwood Investment Group first reported a position in Fortinet in Q2 2025 and held it in 1 quarter.
Brookwood Investment Group's Fortinet position peaked at $211K in Q2 2025.
1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.