Merit Financial Group’s Fortinet FTNT Stock Holding History

Merit Financial Group’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
2026 Q1	$13.5M	Buy	165,498 +4,257	+3%	+$344K	0.1%	184
2025 Q4	$12.8M	Buy	161,241 +21,429	+15%	+$1.78M	0.1%	163
2025 Q3	$11.8M	Sell	139,812 -17,708	-11%	-$1.58M	0.11%	151
2025 Q2	$16.7M	Sell	157,520 -1,114	-0.7%	-$112K	0.19%	91
2025 Q1	$15.3M	Buy	158,634 +19,315	+14%	+$1.96M	0.23%	78
2024 Q4	$13.2M	Buy	139,319 +15,022	+12%	+$1.34M	0.24%	78
2024 Q3	$9.64M	Buy	124,297 +97,653	+367%	+$6.67M	0.22%	79
2024 Q2	$1.61M	Buy	26,644 +2,722	+11%	+$169K	0.04%	309
2024 Q1	$1.41M	Sell	23,922 -477	-2%	-$31.8K	0.03%	329
2023 Q4	$1.43M	Sell	24,399 -175	-0.7%	-$9.67K	0.04%	247
2023 Q3	$1.44M	Sell	24,574 -3,621	-13%	-$240K	0.05%	269
2023 Q2	$2.13M	Buy	28,195 +2,024	+8%	+$138K	0.07%	215
2023 Q1	$1.74M	Sell	26,171 -3,996	-13%	-$227K	0.06%	218
2022 Q4	$1.47M	Buy	30,167 +810	+3%	+$42.2K	0.05%	236
2022 Q3	$1.44M	Buy	29,357 +7,271	+33%	+$394K	0.06%	201
2022 Q2	$1.25M	Buy	22,086 +3,681	+20%	+$219K	0.04%	227
2022 Q1	$1.26M	Buy	+18,405	New	+$1.14M	0.08%	137

Other funds holding FTNT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return