CWP
FTNT icon

CFM Wealth Partners’s Fortinet FTNT Stock Holding History

CFM Wealth 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
Q3 		– Sell
-2,100
Closed -$222K – 151
2025
Q2 		$222K Sell
2,100
-197
-9% -$19.9K 0.04% 132
2025
Q1 		$221K Hold
2,297
– – 0.04% 133
2024
Q4 		$217K Buy
+2,297
New +$204K 0.04% 133
2024
Q2 		– Sell
-3,475
Closed -$237K – 151
2024
Q1 		$237K Hold
3,475
– – 0.05% 143
2023
Q4 		$203K Hold
3,475
– – 0.05% 159
2023
Q3 		$204K Buy
3,475
+582
+20% +$38.5K 0.05% 139
2023
Q2 		$219K Buy
+2,893
New +$197K 0.05% 157
2020
Q3 		– Sell
-2,680
Closed -$73K – 264
2020
Q2 		$73K Hold
2,680
– – 0.03% 237
2020
Q1 		$54K Hold
2,680
– – 0.03% 264
2019
Q4 		$64K Buy
+2,680
New +$50.4K 0.02% 258

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
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