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Consilium Wealth Advisory’s Fortinet FTNT Stock Holding History

Consilium Wealth Advisory’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
-10,651
Closed -$1.13M – 98
2025
Q2 		$1.13M Buy
10,651
+5,216
+96% +$526K 0.48% 36
2025
Q1 		$523K Buy
+5,435
New +$551K 0.26% 57

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

Consilium Wealth Advisory's FTNT Position: Q3 2025 in Review

Consilium Wealth Advisory sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 10,651 shares — an estimated $1.13M sold.

Consilium Wealth Advisory first reported a position in FTNT in Q1 2025 and held it in 2 quarters. The position peaked at $1.13M in Q2 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Consilium Wealth Advisory reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 10,651 Fortinet shares in Q3 2025, an estimated $1.13M.
  • Consilium Wealth Advisory first reported a position in Fortinet in Q1 2025 and held it in 2 quarters.
  • Consilium Wealth Advisory's Fortinet position peaked at $1.13M in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Consilium Wealth Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.