LWA
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Lineweaver Wealth Advisors’s Fortinet FTNT Stock Holding History

Lineweaver Wealth 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
-2,121
Closed -$224K – 171
2025
Q2 		$224K Sell
2,121
-100
-5% -$10.1K 0.04% 148
2025
Q1 		$214K Hold
2,221
– – 0.04% 135
2024
Q4 		$210K Buy
+2,221
New +$198K 0.04% 130
2022
Q1 		– Sell
-4,000
Closed -$287K – 142
2021
Q4 		$287K Hold
4,000
– – 0.08% 113
2021
Q3 		$233K Buy
+4,000
New +$232K 0.07% 124

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return