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Carolinas Wealth Consulting’s Fortinet FTNT Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-25
Closed -$2.41K – 343
2025
Q1 		$2.41K Hold
25
– – ﹤0.01% 763
2024
Q4 		$2.36K Hold
25
– – ﹤0.01% 793
2024
Q3 		$1.94K Buy
25
+10
+67% +$683 ﹤0.01% 826
2024
Q2 		$905 Hold
15
– – ﹤0.01% 926
2024
Q1 		$1.02K Hold
15
– – ﹤0.01% 893
2023
Q4 		$878 Sell
15
-162
-92% -$8.95K ﹤0.01% 846
2023
Q3 		$10.1K Sell
177
-43
-20% -$2.85K ﹤0.01% 517
2023
Q2 		$16.6K Sell
220
-83
-27% -$5.64K ﹤0.01% 507
2023
Q1 		$20.1K Sell
303
-46
-13% -$2.62K ﹤0.01% 497
2022
Q4 		$17.1K Hold
349
– – ﹤0.01% 524
2022
Q3 		$17K Buy
349
+84
+32% +$4.55K ﹤0.01% 469
2022
Q2 		$15K Sell
265
-505
-66% -$30K ﹤0.01% 503
2022
Q1 		$53K Sell
770
-500
-39% -$31.1K 0.01% 344
2021
Q4 		$91K Sell
1,270
-25
-2% -$1.65K 0.02% 273
2021
Q3 		$76K Sell
1,295
-70
-5% -$4.05K 0.02% 273
2021
Q2 		$65K Sell
1,365
-70
-5% -$2.99K 0.01% 324
2021
Q1 		$53K Buy
1,435
+995
+226% +$32.6K 0.01% 351
2020
Q4 		$13K Hold
440
– – ﹤0.01% 543
2020
Q3 		$10K Sell
440
-75
-15% -$1.94K ﹤0.01% 480
2020
Q2 		$14K Buy
+515
New +$12.9K 0.01% 314

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

Carolinas Wealth Consulting's FTNT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 25 shares — an estimated $2.41K sold.

Carolinas Wealth Consulting first reported a position in FTNT in Q2 2020 and held it in 20 quarters. The position peaked at $91K in Q4 2021. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 Fortinet shares in Q2 2025, an estimated $2.41K.
  • Carolinas Wealth Consulting first reported a position in Fortinet in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Fortinet position peaked at $91K in Q4 2021.
  • 1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.