Legacy Advisors’s Fortinet FTNT Stock Holding History

Legacy 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 Q1	$1.24M	Sell	12,861 -2,369	-16%	-$240K	0.13%	135
2024 Q4	$1.44M	Buy	15,230 +390	+3%	+$34.7K	0.14%	110
2024 Q3	$1.15M	Sell	14,840 -8,536	-37%	-$583K	0.12%	133
2024 Q2	$1.41M	Sell	23,376 -872	-4%	-$54.2K	0.17%	97
2024 Q1	$1.66M	Buy	24,248 +2,165	+10%	+$144K	0.21%	87
2023 Q4	$1.29M	Buy	22,083 +243	+1%	+$13.4K	0.17%	109
2023 Q3	$1.28M	Buy	21,840 +1,191	+6%	+$78.8K	0.21%	102
2023 Q2	$1.56M	Sell	20,649 -85	-0.4%	-$5.78K	0.23%	84
2023 Q1	$1.38M	Sell	20,734 -1,386	-6%	-$78.8K	0.25%	75
2022 Q4	$1.08M	Buy	22,120 +5,788	+35%	+$302K	0.2%	82
2022 Q3	$802K	Buy	+16,332	New	+$885K	0.18%	87
2019 Q2	–	Sell	-1,775	Closed	-$30K	–	382
2019 Q1	$30K	Buy	+1,775	New	+$28.3K	0.01%	249

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Advisors's FTNT Position: Q1 2025 in Review

Legacy Advisors reduced its Fortinet (FTNT) stake by 16% in Q1 2025, selling an estimated $240K and leaving 12,861 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #135.

Legacy Advisors first reported a position in FTNT in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.66M in Q1 2024. 1,355 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

Legacy Advisors held 12,861 shares of Fortinet worth $1.24M as of Q1 2025.
Legacy Advisors sold 2,369 Fortinet shares in Q1 2025, an estimated $240K.
Fortinet made up 0.13% of Legacy Advisors's portfolio in Q1 2025, its #135 holding.
Legacy Advisors first reported a position in Fortinet in Q1 2019 and has held it in 12 quarters since.
Legacy Advisors's Fortinet position peaked at $1.66M in Q1 2024.
1,355 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.