CarsonAllaria Wealth Management’s Fortinet FTNT Stock Holding History

CarsonAllaria Wealth Management’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	-20	Closed	-$2.11K	–	167
2025 Q2	$2.11K	Hold	20	–	–	﹤0.01%	316
2025 Q1	$1.93K	Hold	20	–	–	﹤0.01%	324
2024 Q4	$1.89K	Hold	20	–	–	﹤0.01%	313
2024 Q3	$1.55K	Hold	20	–	–	﹤0.01%	347
2024 Q2	$1.21K	Hold	20	–	–	﹤0.01%	342
2024 Q1	$1.37K	Hold	20	–	–	﹤0.01%	355
2023 Q4	$1.17K	Hold	20	–	–	﹤0.01%	324
2023 Q3	$1.17K	Hold	20	–	–	﹤0.01%	329
2023 Q2	$1.51K	Hold	20	–	–	﹤0.01%	333
2023 Q1	$1.33K	Hold	20	–	–	﹤0.01%	322
2022 Q4	$1K	Buy	+20	New	+$1.04K	﹤0.01%	312

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CarsonAllaria Wealth Management's FTNT Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 20 shares — an estimated $2.11K sold.

CarsonAllaria Wealth Management first reported a position in FTNT in Q4 2022 and held it in 11 quarters. The position peaked at $2.11K in Q2 2025. 1,269 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 20 Fortinet shares in Q3 2025, an estimated $2.11K.
CarsonAllaria Wealth Management first reported a position in Fortinet in Q4 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's Fortinet position peaked at $2.11K in Q2 2025.
1,269 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.