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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
Q2 		– Sell
-12,861
Closed -$1.24M – 158
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Advisors's FTNT Position: Q2 2025 in Review

Legacy Advisors sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 12,861 shares — an estimated $1.24M sold.

Legacy Advisors first reported a position in FTNT in Q1 2019 and held it in 12 quarters. The position peaked at $1.66M in Q1 2024. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Legacy Advisors reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 12,861 Fortinet shares in Q2 2025, an estimated $1.24M.
  • Legacy Advisors first reported a position in Fortinet in Q1 2019 and held it in 12 quarters.
  • Legacy Advisors's Fortinet position peaked at $1.66M in Q1 2024.
  • 1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.