EWA
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Elevate Wealth Advisory’s Fortinet FTNT Stock Holding History

Elevate 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
2026
Q1 		$1.03M Buy
+12,611
New +$1.02M 0.65% 27
2025
Q4 		– Sell
-12,642
Closed -$1.06M – 125
2025
Q3 		$1.06M Sell
12,642
-46
-0.4% -$4.11K 0.77% 25
2025
Q2 		$1.34M Sell
12,688
-22
-0.2% -$2.22K 0.95% 26
2025
Q1 		$1.22M Buy
12,710
+5
+0% +$507 0.87% 25
2024
Q4 		$1.2M Sell
12,705
-94
-0.7% -$8.36K 0.9% 26
2024
Q3 		$993K Buy
12,799
+6
+0% +$410 0.74% 29
2024
Q2 		$771K Buy
+12,793
New +$795K 0.63% 31

Other funds holding FTNT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return