Moody Lynn & Lieberson’s Fortinet FTNT Stock Holding History

Moody Lynn & Lieberson’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	–	Sell	-34,235	Closed	-$3.62M	–	267
2025 Q2	$3.62M	Buy	34,235 +218	+0.6%	+$22K	0.21%	73
2025 Q1	$3.27M	Sell	34,017 -395	-1%	-$40K	0.21%	64
2024 Q4	$3.25M	Buy	+34,412	New	+$3.06M	0.2%	64
2023 Q4	–	Sell	-21,548	Closed	-$1.26M	–	237
2023 Q3	$1.26M	Sell	21,548 -42,069	-66%	-$2.78M	0.11%	96
2023 Q2	$4.81M	Buy	63,617 +45,917	+259%	+$3.12M	0.39%	52
2023 Q1	$1.18M	Buy	17,700 +850	+5%	+$48.3K	0.11%	101
2022 Q4	$823K	Hold	16,850	–	–	0.08%	120
2022 Q3	$828K	Hold	16,850	–	–	0.08%	111
2022 Q2	$953K	Sell	16,850 -9,850	-37%	-$585K	0.09%	107
2022 Q1	$1.82M	Sell	26,700 -89,095	-77%	-$5.54M	0.13%	90
2021 Q4	$8.32M	Buy	115,795 +1,000	+0.9%	+$65.8K	0.56%	48
2021 Q3	$6.71M	Buy	114,795 +4,485	+4%	+$260K	0.5%	56
2021 Q2	$5.25M	Buy	+110,310	New	+$4.71M	0.4%	62
2019 Q2	–	Sell	-170,200	Closed	-$2.86M	–	196
2019 Q1	$2.86M	Buy	170,200 +149,800	+734%	+$2.39M	0.33%	60
2018 Q4	$287K	Buy	+20,400	New	+$311K	0.04%	174

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