Meritas Wealth Management’s Fortinet FTNT Stock Holding History

Meritas Wealth Management’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	-2,653	Closed	-$223K	–	59
2025 Q3	$223K	Hold	2,653	–	–	0.11%	52
2025 Q2	$280K	Hold	2,653	–	–	0.15%	43
2025 Q1	$255K	Hold	2,653	–	–	0.15%	43
2024 Q4	$251K	Sell	2,653 -75	-3%	-$6.67K	0.15%	45
2024 Q3	$212K	Buy	+2,728	New	+$186K	0.13%	48
2024 Q2	–	Sell	-3,303	Closed	-$226K	–	48
2024 Q1	$226K	Buy	+3,303	New	+$220K	0.16%	45

Other funds holding FTNT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Meritas Wealth Management's FTNT Position: Q4 2025 in Review

Meritas Wealth Management sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 2,653 shares — an estimated $223K sold.

Meritas Wealth Management first reported a position in FTNT in Q1 2024 and held it in 6 quarters. The position peaked at $280K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Meritas Wealth Management reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Meritas Wealth Management sold 2,653 Fortinet shares in Q4 2025, an estimated $223K.
Meritas Wealth Management first reported a position in Fortinet in Q1 2024 and held it in 6 quarters.
Meritas Wealth Management's Fortinet position peaked at $280K in Q2 2025.
1,327 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Meritas Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.