FVWA
FTNT icon

Foster Victor Wealth Advisors’s Fortinet FTNT Stock Holding History

Foster Victor Wealth Advisors’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
Q4 		– Sell
-115,967
Closed -$9.95M – 236
2025
Q3 		$9.95M Buy
115,967
+32,826
+39% +$2.93M 0.62% 70
2025
Q2 		$8.95M Buy
83,141
+943
+1% +$95.1K 0.61% 70
2025
Q1 		$8.03M Buy
82,198
+347
+0.4% +$35.2K 0.65% 68
2024
Q4 		$7.71M Sell
81,851
-10,366
-11% -$922K 0.59% 71
2024
Q3 		$7.41M Sell
92,217
-17,532
-16% -$1.2M 0.59% 74
2024
Q2 		$6.53M Sell
109,749
-76,776
-41% -$4.77M 0.55% 73
2024
Q1 		$12.7M Buy
186,525
+6,062
+3% +$404K 1.16% 39
2023
Q4 		$11.1M Buy
180,463
+7,756
+4% +$429K 1.13% 41
2023
Q3 		$10.4M Buy
+172,707
New +$11.4M 1.21% 35

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return