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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return