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 $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon

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

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

Nordea Investment Management

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