Custom Index Systems’s Fortinet FTNT Stock Holding History

Custom Index Systems’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	-11,499	Closed	-$967K	–	260
2025 Q3	$967K	Buy	11,499 +2,903	+34%	+$259K	0.29%	102
2025 Q2	$909K	Buy	8,596 +2,629	+44%	+$265K	0.43%	67
2025 Q1	$574K	Buy	+5,967	New	+$605K	0.29%	98

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 $3.37T AUM 44.26% 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

Custom Index Systems's FTNT Position: Q4 2025 in Review

Custom Index Systems sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 11,499 shares — an estimated $967K sold.

Custom Index Systems first reported a position in FTNT in Q1 2025 and held it in 3 quarters. The position peaked at $967K in Q3 2025. 1,326 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Custom Index Systems reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 11,499 Fortinet shares in Q4 2025, an estimated $967K.
Custom Index Systems first reported a position in Fortinet in Q1 2025 and held it in 3 quarters.
Custom Index Systems's Fortinet position peaked at $967K in Q3 2025.
1,326 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.