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LGT Financial Advisors’s Fortinet FTNT Stock Holding History

LGT Financial 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
Q3 		– Sell
-6
Closed -$634 – 482
2025
Q2 		$634 Buy
+6
New +$605 ﹤0.01% 417
2025
Q1 		– Sell
-245
Closed -$23.1K – 473
2024
Q4 		$23.1K Hold
245
– – 0.05% 282
2024
Q3 		$19K Hold
245
– – 0.05% 295
2024
Q2 		$14.8K Hold
245
– – 0.03% 381
2024
Q1 		$16.7K Sell
245
-60
-20% -$3.99K 0.02% 395
2023
Q4 		$17.9K Sell
305
-45
-13% -$2.49K 0.02% 376
2023
Q3 		$20.5K Buy
+350
New +$23.2K 0.03% 333

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 $3.38T AUM 44.17% 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

LGT Financial Advisors's FTNT Position: Q3 2025 in Review

LGT Financial Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 6 shares — an estimated $634 sold.

LGT Financial Advisors first reported a position in FTNT in Q3 2023 and held it in 7 quarters. The position peaked at $23.1K in Q4 2024. 1,269 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • LGT Financial Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 6 Fortinet shares in Q3 2025, an estimated $634.
  • LGT Financial Advisors first reported a position in Fortinet in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Fortinet position peaked at $23.1K in Q4 2024.
  • 1,269 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.