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CSM Advisors’s Fortinet FTNT Stock Holding History

CSM Advisors’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
Q1 		– Sell
-2,326
Closed -$220K – 128
2024
Q4 		$220K Buy
+2,326
New +$207K 0.01% 124

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CSM Advisors's FTNT Position: Q1 2025 in Review

CSM Advisors sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 2,326 shares — an estimated $220K sold.

CSM Advisors first reported a position in FTNT in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

  • CSM Advisors reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
  • CSM Advisors sold 2,326 Fortinet shares in Q1 2025, an estimated $220K.
  • CSM Advisors first reported a position in Fortinet in Q4 2024 and held it in 1 quarter.
  • CSM Advisors's Fortinet position peaked at $220K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on CSM Advisors's 13F filing for Q1 2025, filed 14 May 2025.