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	-2,000	Closed	-$211K	–	219
2025 Q2	$211K	Buy	+2,000	New	+$202K	0.03%	168
2023 Q1	–	Sell	-2,000	Closed	-$5	–	1090
2022 Q4	$5	Hold	2,000	–	–	﹤0.01%	1082
2022 Q3	$2K	Buy	+2,000	New	+$108K	﹤0.01%	751
2022 Q2	–	Sell	-2,000	Closed	-$12K	–	974
2022 Q1	$12K	Sell	2,000 -2,000	-50%	-$124K	﹤0.01%	520
2021 Q4	$49K	Hold	4,000	–	–	0.01%	369
2021 Q3	$16K	Buy	+4,000	New	+$232K	﹤0.01%	538
2020 Q3	–	Sell	-7,000	Closed	-$12K	–	807
2020 Q2	$12K	Buy	+7,000	New	+$176K	﹤0.01%	475
2016 Q2	–	Sell	-6,000	Closed	-$1K	–	687
2016 Q1	$1K	Buy	+6,000	New	+$33.1K	﹤0.01%	597
2014 Q2	–	Sell	-410	Closed	-$10K	–	674
2014 Q1	$10K	Sell	410 -190	-32%	-$831	0.01%	394
2013 Q4	$12K	Buy	600 +250	+71%	+$974	0.01%	364
2013 Q3	$3K	Buy	+350	New	+$1.42K	﹤0.01%	495

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.