EWM
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Executive Wealth Management’s Fortinet FTNT Stock Holding History

Executive Wealth 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
2024
Q4 		$4.84M Sell
51,257
-26,956
-34% -$2.4M 0.38% 76
2024
Q3 		$6.07M Buy
+78,213
New +$5.34M 0.48% 68
2024
Q2 		– Sell
-67,321
Closed -$4.57M – 164
2024
Q1 		$4.57M Buy
67,321
+8,177
+14% +$544K 0.4% 74
2023
Q4 		$3.46M Buy
59,144
+3,774
+7% +$209K 0.33% 72
2023
Q3 		$3.25M Buy
55,370
+22,333
+68% +$1.48M 0.34% 75
2023
Q2 		$2.5M Buy
33,037
+143
+0.4% +$9.72K 0.26% 76
2023
Q1 		$2.19M Buy
32,894
+530
+2% +$30.1K 0.24% 84
2022
Q4 		$1.58M Buy
32,364
+30,721
+1,870% +$1.6M 0.19% 90
2022
Q3 		$1.64K Sell
1,643
-33,906
-95% -$1.84M 0.23% 85
2022
Q2 		$2.01M Sell
35,549
-36,601
-51% -$2.17M 0.27% 77
2022
Q1 		$4.93M Sell
72,150
-2,725
-4% -$169K 0.54% 61
2021
Q4 		$5.38M Buy
74,875
+2,960
+4% +$195K 0.54% 62
2021
Q3 		$4.2M Sell
71,915
-44,115
-38% -$2.55M 0.46% 66
2021
Q2 		$5.53M Buy
116,030
+2,245
+2% +$95.8K 0.61% 56
2021
Q1 		$4.2M Buy
113,785
+21,535
+23% +$705K 0.49% 66
2020
Q4 		$2.74M Buy
92,250
+23,865
+35% +$603K 0.34% 70
2020
Q3 		$1.61M Buy
68,385
+10,425
+18% +$269K 0.22% 81
2020
Q2 		$1.59M Buy
57,960
+2,430
+4% +$61K 0.24% 65
2020
Q1 		$1.12M Sell
55,530
-18,930
-25% -$406K 0.2% 66
2019
Q4 		$1.59M Buy
+74,460
New +$1.4M 0.22% 68
2019
Q3 		– Sell
-90,015
Closed -$1.38M – 369
2019
Q2 		$1.38M Buy
90,015
+11,565
+15% +$190K 0.2% 86
2019
Q1 		$1.32M Buy
78,450
+35,300
+82% +$563K 0.24% 70
2018
Q4 		$608K Buy
+43,150
New +$657K 0.11% 95

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's FTNT Position: Q4 2024 in Review

Executive Wealth Management reduced its Fortinet (FTNT) stake by 34% in Q4 2024, selling an estimated $2.4M and leaving 51,257 shares worth $4.84M. The position accounts for 0.38% of the portfolio, ranked #76.

Executive Wealth Management first reported a position in FTNT in Q4 2018 and has held it in 23 quarters since. The position peaked at $6.07M in Q3 2024. 1,292 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Executive Wealth Management held 51,257 shares of Fortinet worth $4.84M as of Q4 2024.
  • Executive Wealth Management sold 26,956 Fortinet shares in Q4 2024, an estimated $2.4M.
  • Fortinet made up 0.38% of Executive Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Executive Wealth Management first reported a position in Fortinet in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Fortinet position peaked at $6.07M in Q3 2024.
  • 1,292 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.