CCLA Investment Management’s Fortinet FTNT Stock Holding History

CCLA Investment 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 Q4	$99.6M	Sell	1,253,998 -232,660	-16%	-$19.3M	1.6%	34
2025 Q3	$125M	Buy	+1,486,658	New	+$133M	2%	29
2025 Q1	$131M	Sell	1,365,444 -76,723	-5%	-$7.78M	2.33%	18
2024 Q4	$136M	Buy	1,442,167 +58,970	+4%	+$5.24M	2.16%	17
2024 Q3	$83M	Hold	1,383,197	–	–	1.28%	47
2024 Q2	$83M	Buy	1,383,197 +588,080	+74%	+$36.6M	1.28%	47
2024 Q1	$53.6M	Buy	795,117 +5,642	+0.7%	+$376K	0.82%	55
2023 Q4	$46.8M	Buy	789,475 +4,641	+0.6%	+$257K	0.77%	55
2023 Q3	$46M	Buy	+784,834	New	+$52M	0.86%	56

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CCLA Investment Management's FTNT Position: Q4 2025 in Review

CCLA Investment Management reduced its Fortinet (FTNT) stake by 16% in Q4 2025, selling an estimated $19.3M and leaving 1,253,998 shares worth $99.6M. The position accounts for 1.6% of the portfolio, ranked #34.

CCLA Investment Management first reported a position in FTNT in Q3 2023 and has held it in 9 quarters since. The position peaked at $136M in Q4 2024. 1,326 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

CCLA Investment Management held 1,253,998 shares of Fortinet worth $99.6M as of Q4 2025.
CCLA Investment Management sold 232,660 Fortinet shares in Q4 2025, an estimated $19.3M.
Fortinet made up 1.6% of CCLA Investment Management's portfolio in Q4 2025, its #34 holding.
CCLA Investment Management first reported a position in Fortinet in Q3 2023 and has held it in 9 quarters since.
CCLA Investment Management's Fortinet position peaked at $136M in Q4 2024.
1,326 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.