Castleview Partners’s Fortinet FTNT Stock Holding History

Castleview Partners’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 Q1	–	Sell	-185	Closed	-$17.5K	–	317
2024 Q4	$17.5K	Buy	+185	New	+$16.5K	0.01%	487
2024 Q3	–	Sell	-223	Closed	-$13.4K	–	679
2024 Q2	$13.4K	Buy	223 +38	+21%	+$2.36K	0.01%	481
2024 Q1	$12.6K	Hold	185	–	–	0.01%	521
2023 Q4	$10.8K	Buy	185 +5	+3%	+$276	0.01%	507
2023 Q3	$10.6K	Hold	180	–	–	0.01%	420
2023 Q2	$13.6K	Hold	180	–	–	0.01%	399
2023 Q1	$12K	Buy	+180	New	+$10.2K	0.01%	406
2022 Q4	–	Sell	-180	Closed	-$9K	–	676
2022 Q3	$9K	Sell	180 -320	-64%	-$17.3K	0.01%	393
2022 Q2	$16.1K	Buy	500 +320	+178%	+$19K	0.01%	409
2022 Q1	$12K	Sell	180 -64,510	-100%	-$4.01M	0.01%	481
2021 Q4	$36	Buy	+64,690	New	+$4.26M	﹤0.01%	910

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return