HHGA
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Halbert Hargrove Global Advisors’s Fortinet FTNT Stock Holding History

Halbert Hargrove Global 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
-28
Closed -$2.35K – 512
2025
Q3 		$2.35K Buy
+28
New +$2.5K ﹤0.01% 533
2025
Q2 		– Sell
-34
Closed -$3.27K – 449
2025
Q1 		$3.27K Buy
+34
New +$3.45K ﹤0.01% 349
2023
Q2 		– Sell
-3,562
Closed -$237K – 122
2023
Q1 		$237K Buy
+3,562
New +$202K 0.02% 143
2022
Q3 		– Sell
-4,145
Closed -$235K – 154
2022
Q2 		$235K Buy
4,145
+145
+4% +$8.61K 0.02% 135
2022
Q1 		$273K Buy
4,000
+15
+0.4% +$933 0.02% 128
2021
Q4 		$286K Sell
3,985
-60
-1% -$3.95K 0.02% 123
2021
Q3 		$236K Buy
+4,045
New +$234K 0.02% 127

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