Lion Street Advisors’s Fortinet FTNT Stock Holding History

Lion Street 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	$1.24M	Sell	3,690 -14,502	-80%	-$1.29M	0.43%	40
2025 Q2	$1.92M	Sell	18,192 -175	-1%	-$17.7K	0.58%	31
2025 Q1	$1.77M	Sell	18,367 -68	-0.4%	-$6.89K	0.56%	33
2024 Q4	$1.74M	Buy	18,435 +4,160	+29%	+$370K	0.56%	31
2024 Q3	$1.11M	Sell	14,275 -34	-0.2%	-$2.32K	0.39%	53
2024 Q2	$862K	Sell	14,309 -17	-0.1%	-$1.06K	0.32%	69
2024 Q1	$839K	Hold	14,326	–	–	0.34%	63
2023 Q4	$839K	Sell	14,326 -4,575	-24%	-$253K	0.34%	62
2023 Q3	$1.11M	Buy	18,901 +15,161	+405%	+$1M	0.36%	51
2023 Q2	$1.26M	Sell	3,740 -12,397	-77%	-$843K	0.42%	39
2023 Q1	$1.07M	Buy	16,137 +12,735	+374%	+$724K	0.33%	54
2022 Q4	$1.14M	Sell	3,402 -12,993	-79%	-$677K	0.6%	17
2022 Q3	$805K	Buy	16,395 +12,993	+382%	+$704K	0.4%	32
2022 Q2	$1.15M	Sell	3,402 -12,608	-79%	-$749K	0.6%	17
2022 Q1	$1.09M	Sell	16,010 -1,000	-6%	-$62.2K	0.56%	20
2021 Q4	$1.23M	Hold	17,010	–	–	0.6%	16
2021 Q3	$993K	Buy	+17,010	New	+$985K	0.54%	19

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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