Chase Investment Counsel’s Fortinet FTNT Stock Holding History

Chase Investment Counsel’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	-10,909	Closed	-$1.15M	–	141
2025 Q2	$1.15M	Hold	10,909	–	–	0.37%	62
2025 Q1	$1.05M	Hold	10,909	–	–	0.38%	67
2024 Q4	$1.03M	Buy	+10,909	New	+$970K	0.33%	72
2024 Q2	–	Sell	-22,137	Closed	-$1.51M	–	135
2024 Q1	$1.51M	Buy	22,137 +12,270	+124%	+$817K	0.56%	55
2023 Q4	$577K	Sell	9,867 -589	-6%	-$32.6K	0.25%	88
2023 Q3	$613K	Sell	10,456 -5,500	-34%	-$364K	0.31%	76
2023 Q2	$1.21M	Buy	+15,956	New	+$1.09M	0.61%	53
2022 Q2	–	Sell	-4,565	Closed	-$312K	–	115
2022 Q1	$312K	Hold	4,565	–	–	0.14%	90
2021 Q4	$328K	Hold	4,565	–	–	0.13%	88
2021 Q3	$266K	Hold	4,565	–	–	0.11%	89
2021 Q2	$217K	Buy	+4,565	New	+$195K	0.09%	98
2020 Q3	–	Sell	-88,380	Closed	-$2.43M	–	97
2020 Q2	$2.43M	Buy	+88,380	New	+$2.22M	1.23%	29

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Chase Investment Counsel's FTNT Position: Q3 2025 in Review

Chase Investment Counsel sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 10,909 shares — an estimated $1.15M sold.

Chase Investment Counsel first reported a position in FTNT in Q2 2020 and held it in 12 quarters. The position peaked at $2.43M in Q2 2020. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

Chase Investment Counsel reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
Chase Investment Counsel sold 10,909 Fortinet shares in Q3 2025, an estimated $1.15M.
Chase Investment Counsel first reported a position in Fortinet in Q2 2020 and held it in 12 quarters.
Chase Investment Counsel's Fortinet position peaked at $2.43M in Q2 2020.
1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.