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Kaufman Rossin Wealth’s Fortinet FTNT Stock Holding History

Kaufman Rossin Wealth’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
-5,468
Closed -$578K – 164
2025
Q2 		$578K Sell
5,468
-2,936
-35% -$296K 0.37% 39
2025
Q1 		$809K Buy
8,404
+6,064
+259% +$615K 0.58% 22
2024
Q4 		$221K Buy
+2,340
New +$208K 0.23% 34

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kaufman Rossin Wealth's FTNT Position: Q3 2025 in Review

Kaufman Rossin Wealth sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 5,468 shares — an estimated $578K sold.

Kaufman Rossin Wealth first reported a position in FTNT in Q4 2024 and held it in 3 quarters. The position peaked at $809K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Kaufman Rossin Wealth reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 5,468 Fortinet shares in Q3 2025, an estimated $578K.
  • Kaufman Rossin Wealth first reported a position in Fortinet in Q4 2024 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Fortinet position peaked at $809K in Q1 2025.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.