KSWA
FTNT icon

Kathleen S. Wright Associates’s Fortinet FTNT Stock Holding History

Kathleen S. Wright Associates’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 		$70.3K Hold
836
– – 0.03% 136
2025
Q2 		$88.4K Hold
836
– – 0.03% 130
2025
Q1 		$80.5K Hold
836
– – 0.03% 134
2024
Q4 		$79K Hold
836
– – 0.03% 133
2024
Q3 		$64.8K Buy
+836
New +$57.1K 0.03% 142

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Kathleen S. Wright Associates's FTNT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Fortinet (FTNT) position steady in Q3 2025 at 836 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #136.

Kathleen S. Wright Associates first reported a position in FTNT in Q3 2024 and has held it in 5 quarters since. The position peaked at $88.4K in Q2 2025. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Kathleen S. Wright Associates held 836 shares of Fortinet worth $70.3K as of Q3 2025.
  • Kathleen S. Wright Associates left its Fortinet share count unchanged in Q3 2025.
  • Fortinet made up 0.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #136 holding.
  • Kathleen S. Wright Associates first reported a position in Fortinet in Q3 2024 and has held it in 5 quarters since.
  • Kathleen S. Wright Associates's Fortinet position peaked at $88.4K in Q2 2025.
  • 1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.