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Congress Wealth Management’s Fortinet FTNT Stock Holding History

Congress Wealth 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
Q2 		$8.69M Sell
82,170
-6,001
-7% -$605K 0.08% 274
2025
Q1 		$8.62M Sell
88,171
-3,159
-3% -$320K 0.1% 232
2024
Q4 		$8.63M Sell
91,330
-2,301
-2% -$205K 0.12% 217
2024
Q3 		$7.26M Buy
93,631
+2,299
+3% +$157K 0.1% 249
2024
Q2 		$5.5M Sell
91,332
-2,088
-2% -$130K 0.09% 240
2024
Q1 		$6.38M Sell
93,420
-3,047
-3% -$203K 0.11% 204
2023
Q4 		$5.65M Sell
96,467
-2,617
-3% -$145K 0.1% 211
2023
Q3 		$5.81M Sell
99,084
-5,286
-5% -$350K 0.12% 196
2023
Q2 		$7.89M Sell
104,370
-1,190
-1% -$80.9K 0.18% 150
2023
Q1 		$7.02M Sell
105,560
-6,395
-6% -$364K 0.17% 155
2022
Q4 		$5.47M Sell
111,955
-765
-0.7% -$39.9K 0.14% 179
2022
Q3 		$5.54M Sell
112,720
-36,725
-25% -$1.99M 0.15% 172
2022
Q2 		$8.46M Sell
149,445
-6,870
-4% -$408K 0.22% 140
2022
Q1 		$10.7M Sell
156,315
-3,195
-2% -$199K 0.23% 120
2021
Q4 		$11.5M Buy
+159,510
New +$10.5M 0.23% 126

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Congress Wealth Management's FTNT Position: Q2 2025 in Review

Congress Wealth Management reduced its Fortinet (FTNT) stake by 6.8% in Q2 2025, selling an estimated $605K and leaving 82,170 shares worth $8.69M. The position accounts for 0.08% of the portfolio, ranked #274.

Congress Wealth Management first reported a position in FTNT in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.5M in Q4 2021. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Congress Wealth Management held 82,170 shares of Fortinet worth $8.69M as of Q2 2025.
  • Congress Wealth Management sold 6,001 Fortinet shares in Q2 2025, an estimated $605K.
  • Fortinet made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #274 holding.
  • Congress Wealth Management first reported a position in Fortinet in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Fortinet position peaked at $11.5M in Q4 2021.
  • 1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.