Jackson Wealth Management’s Fortinet FTNT Stock Holding History

Jackson Wealth Management’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	-66,122	Closed	-$5.56M	–	150
2025 Q3	$5.56M	Buy	66,122 +1,603	+2%	+$143K	0.56%	42
2025 Q2	$6.82M	Sell	64,519 -390	-0.6%	-$39.3K	0.74%	37
2025 Q1	$6.25M	Buy	64,909 +14,833	+30%	+$1.5M	0.76%	38
2024 Q4	$4.73M	Buy	+50,076	New	+$4.45M	0.54%	47
2023 Q4	–	Sell	-16,457	Closed	-$966K	–	148
2023 Q3	$966K	Sell	16,457 -362	-2%	-$24K	0.14%	84
2023 Q2	$1.27M	Buy	16,819 +323	+2%	+$22K	0.19%	73
2023 Q1	$1.1M	Buy	16,496 +4,343	+36%	+$247K	0.82%	45
2022 Q4	$594K	Sell	12,153 -10,196	-46%	-$531K	0.22%	66
2022 Q3	$1.1M	Buy	22,349 +13,947	+166%	+$756K	0.22%	74
2022 Q2	$475K	Buy	+8,402	New	+$499K	0.22%	78

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jackson Wealth Management's FTNT Position: Q4 2025 in Review

Jackson Wealth Management sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 66,122 shares — an estimated $5.56M sold.

Jackson Wealth Management first reported a position in FTNT in Q2 2022 and held it in 10 quarters. The position peaked at $6.82M in Q2 2025. 1,326 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Jackson Wealth Management reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Jackson Wealth Management sold 66,122 Fortinet shares in Q4 2025, an estimated $5.56M.
Jackson Wealth Management first reported a position in Fortinet in Q2 2022 and held it in 10 quarters.
Jackson Wealth Management's Fortinet position peaked at $6.82M in Q2 2025.
1,326 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.