Connecticut Wealth Management’s Fortinet FTNT Stock Holding History

Connecticut 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 Q4	–	Sell	-4,997	Closed	-$420K	–	322
2025 Q3	$420K	Hold	4,997	–	–	0.02%	243
2025 Q2	$528K	Sell	4,997 -22	-0.4%	-$2.22K	0.03%	213
2025 Q1	$483K	Sell	5,019 -208	-4%	-$21.1K	0.03%	214
2024 Q4	$494K	Buy	5,227 +69	+1%	+$6.14K	0.02%	188
2024 Q3	$400K	Buy	5,158 +557	+12%	+$38.1K	0.02%	239
2024 Q2	$277K	Buy	4,601 +9	+0.2%	+$560	0.01%	274
2024 Q1	$314K	Buy	4,592 +141	+3%	+$9.39K	0.02%	264
2023 Q4	$261K	Buy	4,451 +340	+8%	+$18.8K	0.02%	277
2023 Q3	$241K	Sell	4,111 -635	-13%	-$42K	0.02%	258
2023 Q2	$359K	Sell	4,746 -29	-0.6%	-$1.97K	0.02%	184
2023 Q1	$317K	Sell	4,775 -300	-6%	-$17.1K	0.02%	186
2022 Q4	$248K	Buy	5,075 +435	+9%	+$22.7K	0.02%	175
2022 Q3	$228K	Buy	4,640 +755	+19%	+$40.9K	0.02%	175
2022 Q2	$220K	Buy	+3,885	New	+$231K	0.02%	171

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 $3.38T AUM 44.17% 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

Connecticut Wealth Management's FTNT Position: Q4 2025 in Review

Connecticut Wealth Management sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 4,997 shares — an estimated $420K sold.

Connecticut Wealth Management first reported a position in FTNT in Q2 2022 and held it in 14 quarters. The position peaked at $528K in Q2 2025. 1,328 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Connecticut Wealth Management reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Connecticut Wealth Management sold 4,997 Fortinet shares in Q4 2025, an estimated $420K.
Connecticut Wealth Management first reported a position in Fortinet in Q2 2022 and held it in 14 quarters.
Connecticut Wealth Management's Fortinet position peaked at $528K in Q2 2025.
1,328 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Connecticut Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.