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Morningstar Investment Services’s Fortinet FTNT Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-5,377
Closed -$416K – 228
2024
Q3 		$416K Buy
5,377
+430
+9% +$29.4K ﹤0.01% 290
2024
Q2 		$297K Buy
4,947
+241
+5% +$15K ﹤0.01% 315
2024
Q1 		$317K Sell
4,706
-3,064
-39% -$204K ﹤0.01% 282
2023
Q4 		$462K Buy
7,770
+3,989
+106% +$220K ﹤0.01% 296
2023
Q3 		$222K Sell
3,781
-245
-6% -$16.2K ﹤0.01% 266
2023
Q2 		$302K Buy
4,026
+477
+13% +$32.4K ﹤0.01% 219
2023
Q1 		$232K Buy
+3,549
New +$202K ﹤0.01% 217

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's FTNT Position: Q4 2024 in Review

Morningstar Investment Services sold out of Fortinet (FTNT) in Q4 2024, closing a stake of 5,377 shares — an estimated $416K sold.

Morningstar Investment Services first reported a position in FTNT in Q1 2023 and held it in 7 quarters. The position peaked at $462K in Q4 2023. 1,293 funds tracked by Wall St. Rank hold FTNT as of Q4 2024.

  • Morningstar Investment Services reported no remaining Fortinet position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,377 Fortinet shares in Q4 2024, an estimated $416K.
  • Morningstar Investment Services first reported a position in Fortinet in Q1 2023 and held it in 7 quarters.
  • Morningstar Investment Services's Fortinet position peaked at $462K in Q4 2023.
  • 1,293 funds tracked by Wall St. Rank held Fortinet as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.