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Creekmur Asset Management’s Fortinet FTNT Stock Holding History

Creekmur Asset 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
Q3 		$40.2K Hold
478
– – 0.01% 364
2025
Q2 		$50.5K Hold
478
– – 0.01% 341
2025
Q1 		$46K Sell
478
-5
-1% -$507 0.01% 322
2024
Q4 		$45.6K Sell
483
-50
-9% -$4.45K 0.01% 249
2024
Q3 		$41.3K Sell
533
-62
-10% -$4.24K 0.01% 263
2024
Q2 		$35.9K Buy
595
+95
+19% +$5.91K 0.01% 296
2024
Q1 		$34.2K Sell
500
-55
-10% -$3.66K 0.01% 300
2023
Q4 		$32.5K Buy
+555
New +$30.7K 0.01% 358

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

Creekmur Asset Management's FTNT Position: Q3 2025 in Review

Creekmur Asset Management held its Fortinet (FTNT) position steady in Q3 2025 at 478 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #364.

Creekmur Asset Management first reported a position in FTNT in Q4 2023 and has held it in 8 quarters since. The position peaked at $50.5K in Q2 2025. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Creekmur Asset Management held 478 shares of Fortinet worth $40.2K as of Q3 2025.
  • Creekmur Asset Management left its Fortinet share count unchanged in Q3 2025.
  • Fortinet made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #364 holding.
  • Creekmur Asset Management first reported a position in Fortinet in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Fortinet position peaked at $50.5K in Q2 2025.
  • 1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.