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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lineweaver Wealth Advisors's FTNT Position: Q3 2025 in Review

Lineweaver Wealth Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 2,121 shares — an estimated $224K sold.

Lineweaver Wealth Advisors first reported a position in FTNT in Q3 2021 and held it in 5 quarters. The position peaked at $287K in Q4 2021. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Lineweaver Wealth Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 2,121 Fortinet shares in Q3 2025, an estimated $224K.
  • Lineweaver Wealth Advisors first reported a position in Fortinet in Q3 2021 and held it in 5 quarters.
  • Lineweaver Wealth Advisors's Fortinet position peaked at $287K in Q4 2021.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.