EPW
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Evergreen Private Wealth’s Fortinet FTNT Stock Holding History

Evergreen Private Wealth’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 		$3.7M Buy
45,315
+1,612
+4% +$130K 1.5% 32
2025
Q4 		$3.47M Buy
43,703
+18,291
+72% +$1.52M 1.37% 37
2025
Q3 		$2.14M Buy
25,412
+706
+3% +$63K 0.87% 40
2025
Q2 		$2.61M Buy
24,706
+3,799
+18% +$383K 1.09% 39
2025
Q1 		$2.01M Buy
20,907
+2,698
+15% +$274K 0.94% 41
2024
Q4 		$1.72M Buy
18,209
+17,072
+1,501% +$1.52M 0.81% 41
2024
Q3 		$88.2K Buy
1,137
+13
+1% +$888 0.04% 103
2024
Q2 		$67.7K Buy
1,124
+2
+0.2% +$124 0.03% 108
2024
Q1 		$76.6K Buy
1,122
+89
+9% +$5.92K 0.04% 106
2023
Q4 		$60.5K Buy
+1,033
New +$57.1K 0.03% 105

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return