Lake Street Private Wealth’s Fortinet FTNT Stock Holding History

Lake Street Private 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	-2,485	Closed	-$263K	–	279
2025 Q2	$263K	Hold	2,485	–	–	0.04%	221
2025 Q1	$239K	Hold	2,485	–	–	0.04%	218
2024 Q4	$235K	Buy	+2,485	New	+$221K	0.04%	218
2022 Q1	–	Sell	-42,075	Closed	-$3.02M	–	332
2021 Q4	$3.02M	Buy	42,075 +4,140	+11%	+$272K	0.53%	52
2021 Q3	$2.22M	Buy	37,935 +3,625	+11%	+$210K	0.54%	56
2021 Q2	$1.66M	Buy	34,310 +2,835	+9%	+$121K	0.42%	70
2021 Q1	$1.16M	Buy	31,475 +270	+0.9%	+$8.83K	0.32%	85
2020 Q4	$927K	Buy	31,205 +140	+0.5%	+$3.54K	0.27%	94
2020 Q3	$732K	Buy	+31,065	New	+$802K	0.25%	94

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lake Street Private Wealth's FTNT Position: Q3 2025 in Review

Lake Street Private Wealth sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 2,485 shares — an estimated $263K sold.

Lake Street Private Wealth first reported a position in FTNT in Q3 2020 and held it in 9 quarters. The position peaked at $3.02M in Q4 2021. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

Lake Street Private Wealth reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
Lake Street Private Wealth sold 2,485 Fortinet shares in Q3 2025, an estimated $263K.
Lake Street Private Wealth first reported a position in Fortinet in Q3 2020 and held it in 9 quarters.
Lake Street Private Wealth's Fortinet position peaked at $3.02M in Q4 2021.
1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Lake Street Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.