MinichMacGregor Wealth Management’s Fortinet FTNT Stock Holding History

MinichMacGregor 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	-41,558	Closed	-$3.49M	–	142
2025 Q3	$3.49M	Buy	+41,558	New	+$3.71M	0.68%	43
2023 Q4	–	Sell	-61,729	Closed	-$3.62M	–	105
2023 Q3	$3.62M	Buy	61,729 +15,160	+33%	+$1M	1.2%	29
2023 Q2	$3.52M	Buy	46,569 +7,087	+18%	+$482K	1.1%	31
2023 Q1	$2.62M	Sell	39,482 -1,112	-3%	-$63.2K	0.87%	32
2022 Q4	$1.98M	Buy	40,594 +5,886	+17%	+$307K	0.72%	35
2022 Q3	$1.71M	Buy	34,708 +358	+1%	+$19.4K	0.68%	40
2022 Q2	$1.94M	Buy	34,350 +4,720	+16%	+$280K	0.8%	29
2022 Q1	$2.02M	Sell	29,630 -995	-3%	-$61.9K	0.65%	39
2021 Q4	$2.2M	Buy	+30,625	New	+$2.02M	0.67%	36
2020 Q3	–	Sell	-24,185	Closed	-$663K	–	65
2020 Q2	$663K	Buy	+24,185	New	+$607K	0.37%	33
2017 Q4	–	Sell	-1,005	Closed	-$7K	–	498
2017 Q3	$7K	Hold	1,005	–	–	0.01%	321
2017 Q2	$7K	Sell	1,005 -110	-10%	-$852	0.01%	315
2017 Q1	$8K	Sell	1,115 -20	-2%	-$141	0.01%	307
2016 Q4	$6K	Sell	1,135 -5,580	-83%	-$34.9K	0.01%	323
2016 Q3	$49K	Hold	6,715	–	–	0.05%	116
2016 Q2	$42K	Sell	6,715 -10	-0.1%	-$65	0.04%	122
2016 Q1	$41K	Buy	+6,725	New	+$37.1K	0.04%	120

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 41,558 shares — an estimated $3.49M sold.

MinichMacGregor Wealth Management first reported a position in FTNT in Q1 2016 and held it in 17 quarters. The position peaked at $3.62M in Q3 2023. 1,326 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

MinichMacGregor Wealth Management reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 41,558 Fortinet shares in Q4 2025, an estimated $3.49M.
MinichMacGregor Wealth Management first reported a position in Fortinet in Q1 2016 and held it in 17 quarters.
MinichMacGregor Wealth Management's Fortinet position peaked at $3.62M in Q3 2023.
1,326 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.