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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
2021
Q4 		– Sell
-4,000
Closed -$4K – 1026
2021
Q3 		$4K Buy
+4,000
New +$232K ﹤0.01% 743
2014
Q4 		– Sell
-4,000
Closed -$1K – 670
2014
Q3 		$1K Buy
+4,000
New +$20.2K ﹤0.01% 638

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
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.