IBEX Wealth Advisors’s Fortinet FTNT Stock Holding History

IBEX 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 Q3	–	Sell	-2,634	Closed	-$278K	–	210
2025 Q2	$278K	Buy	+2,634	New	+$266K	0.03%	175
2024 Q4	–	Sell	-93,098	Closed	-$7.33M	–	219
2024 Q3	$7.33M	Buy	93,098 +91,851	+7,366%	+$6.27M	2.01%	14
2024 Q2	$75.2K	Sell	1,247 -2,935	-70%	-$183K	0.01%	154
2024 Q1	$204K	Buy	+4,182	New	+$278K	0.06%	107
2023 Q4	–	Sell	-3,818	Closed	-$224K	–	114
2023 Q3	$224K	Buy	+3,818	New	+$253K	0.06%	105
2023 Q1	–	Sell	-4,182	Closed	-$204K	–	117
2022 Q4	$204K	Buy	+4,182	New	+$218K	0.05%	164
2022 Q3	–	Sell	-3,730	Closed	-$211K	–	153
2022 Q2	$211K	Sell	3,730 -85	-2%	-$5.05K	0.05%	142
2022 Q1	$261K	Sell	3,815 -1,085	-22%	-$67.5K	0.05%	141
2021 Q4	$352K	Buy	+4,900	New	+$322K	0.06%	144

Other funds holding FTNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

IBEX Wealth Advisors's FTNT Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 2,634 shares — an estimated $278K sold.

IBEX Wealth Advisors first reported a position in FTNT in Q4 2021 and held it in 9 quarters. The position peaked at $7.33M in Q3 2024. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

IBEX Wealth Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 2,634 Fortinet shares in Q3 2025, an estimated $278K.
IBEX Wealth Advisors first reported a position in Fortinet in Q4 2021 and held it in 9 quarters.
IBEX Wealth Advisors's Fortinet position peaked at $7.33M in Q3 2024.
1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.