GoalVest Advisory’s Fortinet FTNT Stock Holding History

GoalVest Advisory’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	–	Sell	-3	Closed	-$289	–	426
2025 Q1	$289	Buy	+3	New	+$304	﹤0.01%	411
2024 Q2	–	Sell	-39	Closed	-$2.66K	–	351
2024 Q1	$2.66K	Buy	+39	New	+$2.6K	﹤0.01%	361
2021 Q2	–	Sell	-180	Closed	-$7K	–	237
2021 Q1	$7K	Buy	+180	New	+$5.89K	0.01%	165

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GoalVest Advisory's FTNT Position: Q2 2025 in Review

GoalVest Advisory sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 3 shares — an estimated $289 sold.

GoalVest Advisory first reported a position in FTNT in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

GoalVest Advisory reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Fortinet shares in Q2 2025, an estimated $289.
GoalVest Advisory first reported a position in Fortinet in Q1 2021 and held it in 3 quarters.
GoalVest Advisory's Fortinet position peaked at $7K in Q1 2021.
1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.