Focused Wealth Management’s Fortinet FTNT Stock Holding History

Focused 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
2025 Q3	–	Sell	-3,040	Closed	-$321K	–	220
2025 Q2	$321K	Buy	3,040 +900	+42%	+$90.8K	0.04%	124
2025 Q1	$206K	Buy	+2,140	New	+$217K	0.03%	160
2024 Q1	–	Sell	-2,100	Closed	-$123K	–	468
2023 Q4	$123K	Hold	2,100	–	–	0.02%	178
2023 Q3	$123K	Hold	2,100	–	–	0.02%	175
2023 Q2	$159K	Hold	2,100	–	–	0.03%	157
2023 Q1	$140K	Hold	2,100	–	–	0.03%	169
2022 Q4	$103K	Hold	2,100	–	–	0.02%	190
2022 Q3	$103K	Hold	2,100	–	–	0.02%	179
2022 Q2	$119K	Hold	2,100	–	–	0.02%	173
2022 Q1	$144K	Hold	2,100	–	–	0.02%	174
2021 Q4	$151K	Hold	2,100	–	–	0.02%	223
2021 Q3	$123K	Hold	2,100	–	–	0.02%	257
2021 Q2	$100K	Hold	2,100	–	–	0.02%	291
2021 Q1	$77K	Hold	2,100	–	–	0.01%	315
2020 Q4	$62K	Hold	2,100	–	–	0.01%	326
2020 Q3	$49K	Sell	2,100 -75	-3%	-$1.94K	0.01%	322
2020 Q2	$60K	Sell	2,175 -4,000	-65%	-$100K	0.01%	288
2020 Q1	$125K	Hold	6,175	–	–	0.04%	165
2019 Q4	$132K	Hold	6,175	–	–	0.03%	224
2019 Q3	$95K	Hold	6,175	–	–	0.03%	241
2019 Q2	$95K	Hold	6,175	–	–	0.03%	247
2019 Q1	$104K	Hold	6,175	–	–	0.03%	210
2018 Q4	$87K	Hold	6,175	–	–	0.03%	244
2018 Q3	$114K	Hold	6,175	–	–	0.04%	216
2018 Q2	$77K	Sell	6,175 -2,500	-29%	-$29.6K	0.03%	244
2018 Q1	$93K	Hold	8,675	–	–	0.03%	243
2017 Q4	$76K	Hold	8,675	–	–	0.02%	256
2017 Q3	$62K	Hold	8,675	–	–	0.02%	212
2017 Q2	$65K	Hold	8,675	–	–	0.02%	258
2017 Q1	$67K	Hold	8,675	–	–	0.03%	252
2016 Q4	$52K	Hold	8,675	–	–	0.02%	266
2016 Q3	$64K	Hold	8,675	–	–	0.03%	242
2016 Q2	$55K	Sell	8,675 -7,750	-47%	-$50.2K	0.03%	252
2016 Q1	$101K	Sell	16,425 -1,500	-8%	-$8.28K	0.06%	138
2015 Q4	$112K	Hold	17,925	–	–	0.06%	142
2015 Q3	$152K	Buy	17,925 +10,000	+126%	+$88.5K	0.1%	115
2015 Q2	$66K	Sell	7,925 -10,000	-56%	-$77.7K	0.04%	176
2015 Q1	$125K	Sell	17,925 -4,000	-18%	-$26.1K	0.08%	122
2014 Q4	$134K	Buy	21,925 +2,500	+13%	+$13.5K	0.09%	109
2014 Q3	$98K	Hold	19,425	–	–	0.08%	136
2014 Q2	$123K	Sell	19,425 -38,500	-66%	-$172K	0.1%	114
2014 Q1	$277K	Sell	57,925 -28,580	-33%	-$125K	0.23%	68
2013 Q4	$331K	Buy	86,505 +12,175	+16%	+$47.4K	0.28%	62
2013 Q3	$301K	Buy	+74,330	New	+$301K	0.29%	60

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Focused Wealth Management's FTNT Position: Q3 2025 in Review

Focused Wealth Management sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 3,040 shares — an estimated $321K sold.

Focused Wealth Management first reported a position in FTNT in Q3 2013 and held it in 44 quarters. The position peaked at $331K in Q4 2013. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

Focused Wealth Management reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
Focused Wealth Management sold 3,040 Fortinet shares in Q3 2025, an estimated $321K.
Focused Wealth Management first reported a position in Fortinet in Q3 2013 and held it in 44 quarters.
Focused Wealth Management's Fortinet position peaked at $331K in Q4 2013.
1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.