Forte Capital’s Fortinet FTNT Stock Holding History

Forte Capital’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 Q2	$690K	Hold	6,525	–	–	0.07%	153
2025 Q1	$628K	Hold	6,525	–	–	0.07%	155
2024 Q4	$616K	Hold	6,525	–	–	0.07%	149
2024 Q3	$506K	Hold	6,525	–	–	0.06%	166
2024 Q2	$393K	Hold	6,525	–	–	0.05%	172
2024 Q1	$446K	Hold	6,525	–	–	0.06%	168
2023 Q4	$382K	Hold	6,525	–	–	0.05%	166
2023 Q3	$383K	Hold	6,525	–	–	0.06%	155
2023 Q2	$493K	Hold	6,525	–	–	0.07%	141
2023 Q1	$434K	Sell	6,525 -500	-7%	-$28.4K	0.07%	147
2022 Q4	$343K	Sell	7,025 -500	-7%	-$26.1K	0.06%	157
2022 Q3	$370K	Sell	7,525 -70	-0.9%	-$3.79K	0.07%	146
2022 Q2	$430K	Hold	7,595	–	–	0.07%	138
2022 Q1	$546K	Hold	7,595	–	–	0.07%	148
2021 Q4	$546K	Sell	7,595 -1,225	-14%	-$80.6K	0.07%	148
2021 Q3	$515K	Hold	8,820	–	–	0.07%	151
2021 Q2	$420K	Hold	8,820	–	–	0.06%	160
2021 Q1	$325K	Sell	8,820 -250	-3%	-$8.18K	0.05%	168
2020 Q4	$269K	Buy	+9,070	New	+$229K	0.04%	171
2020 Q3	–	Sell	-8,750	Closed	-$240K	–	190
2020 Q2	$240K	Buy	+8,750	New	+$220K	0.05%	159

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return