Mindset Wealth Management’s Fortinet FTNT Stock Holding History

Mindset 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 Q1	–	Sell	-3,028	Closed	-$286K	–	156
2024 Q4	$286K	Sell	3,028 -708	-19%	-$63K	0.1%	98
2024 Q3	$290K	Buy	+3,736	New	+$255K	0.12%	96

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Mindset Wealth Management's FTNT Position: Q1 2025 in Review

Mindset Wealth Management sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 3,028 shares — an estimated $286K sold.

Mindset Wealth Management first reported a position in FTNT in Q3 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

Mindset Wealth Management reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
Mindset Wealth Management sold 3,028 Fortinet shares in Q1 2025, an estimated $286K.
Mindset Wealth Management first reported a position in Fortinet in Q3 2024 and held it in 2 quarters.
Mindset Wealth Management's Fortinet position peaked at $290K in Q3 2024.
1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on Mindset Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.