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Linscomb Wealth’s Fortinet FTNT Stock Holding History

Linscomb Wealth’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
Q4 		– Sell
-2,390
Closed -$201K – 310
2025
Q3 		$201K Buy
2,390
+16
+0.7% +$1.43K 0.01% 305
2025
Q2 		$251K Sell
2,374
-120
-5% -$12.1K 0.01% 284
2025
Q1 		$240K Buy
2,494
+120
+5% +$12.2K 0.01% 273
2024
Q4 		$224K Buy
+2,374
New +$211K 0.01% 281
2021
Q2 		– Sell
-6,240
Closed -$230K – 341
2021
Q1 		$230K Sell
6,240
-3,000
-32% -$98.1K 0.01% 305
2020
Q4 		$274K Sell
9,240
-2,745
-23% -$69.4K 0.02% 266
2020
Q3 		$282K Sell
11,985
-3,250
-21% -$83.9K 0.02% 248
2020
Q2 		$418K Sell
15,235
-34,320
-69% -$862K 0.03% 210
2020
Q1 		$1M Sell
49,555
-18,075
-27% -$387K 0.09% 135
2019
Q4 		$1.44M Buy
+67,630
New +$1.27M 0.09% 151

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Linscomb Wealth's FTNT Position: Q4 2025 in Review

Linscomb Wealth sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 2,390 shares — an estimated $201K sold.

Linscomb Wealth first reported a position in FTNT in Q4 2019 and held it in 10 quarters. The position peaked at $1.44M in Q4 2019. 1,325 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

  • Linscomb Wealth reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
  • Linscomb Wealth sold 2,390 Fortinet shares in Q4 2025, an estimated $201K.
  • Linscomb Wealth first reported a position in Fortinet in Q4 2019 and held it in 10 quarters.
  • Linscomb Wealth's Fortinet position peaked at $1.44M in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Linscomb Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.