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CBIZ Investment Advisory Services’s Fortinet FTNT Stock Holding History

CBIZ Investment Advisory Services’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
Q4 		– Sell
-50
Closed -$4.2K – 783
2025
Q3 		$4.2K Sell
50
-86
-63% -$7.67K ﹤0.01% 480
2025
Q2 		$14.4K Buy
136
+56
+70% +$5.65K ﹤0.01% 303
2025
Q1 		$7.7K Buy
80
+59
+281% +$5.98K ﹤0.01% 348
2024
Q4 		$1.98K Buy
+21
New +$1.87K ﹤0.01% 385

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CBIZ Investment Advisory Services's FTNT Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 50 shares — an estimated $4.2K sold.

CBIZ Investment Advisory Services first reported a position in FTNT in Q4 2024 and held it in 4 quarters. The position peaked at $14.4K in Q2 2025. 1,328 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 50 Fortinet shares in Q4 2025, an estimated $4.2K.
  • CBIZ Investment Advisory Services first reported a position in Fortinet in Q4 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Fortinet position peaked at $14.4K in Q2 2025.
  • 1,328 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.