Clarius Group LLC’s Fortinet FTNT Stock Holding History

Clarius Group LLC’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	-4,801	Closed	-$404K	–	392
2025 Q3	$404K	Sell	4,801 -713	-13%	-$63.6K	0.02%	244
2025 Q2	$583K	Buy	5,514 +1,270	+30%	+$128K	0.03%	223
2025 Q1	$409K	Buy	4,244 +824	+24%	+$83.5K	0.03%	278
2024 Q4	$323K	Buy	3,420 +13	+0.4%	+$1.16K	0.02%	296
2024 Q3	$263K	Sell	3,407 -89	-3%	-$6.08K	0.02%	348
2024 Q2	$211K	Sell	3,496 -198	-5%	-$12.3K	0.01%	410
2024 Q1	$252K	Sell	3,694 -571	-13%	-$38K	0.02%	391
2023 Q4	$250K	Sell	4,265 -599	-12%	-$33.1K	0.02%	401
2023 Q3	$285K	Sell	4,864 -1,855	-28%	-$123K	0.03%	346
2023 Q2	$508K	Buy	6,719 +61	+0.9%	+$4.15K	0.04%	254
2023 Q1	$442K	Sell	6,658 -628	-9%	-$35.7K	0.04%	285
2022 Q4	$356K	Buy	7,286 +7	+0.1%	+$365	0.03%	335
2022 Q3	$358K	Buy	7,279 +583	+9%	+$31.6K	0.04%	291
2022 Q2	$379K	Buy	6,696 +1,081	+19%	+$64.2K	0.04%	273
2022 Q1	$404K	Hold	5,615	–	–	0.03%	293
2021 Q4	$404K	Sell	5,615 -140	-2%	-$9.21K	0.03%	293
2021 Q3	$336K	Buy	5,755 +145	+3%	+$8.4K	0.03%	293
2021 Q2	$267K	Buy	5,610 +120	+2%	+$5.12K	0.02%	337
2021 Q1	$202K	Buy	+5,490	New	+$180K	0.02%	364

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

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