My Legacy Advisors’s Fortinet FTNT Stock Holding History

My Legacy Advisors’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 Q2	$423K	Hold	4,225	–	–	0.15%	152
2025 Q1	$407K	Sell	4,225 -404	-9%	-$41K	0.16%	150
2024 Q4	$431K	Sell	4,629 -69	-1%	-$6.14K	0.17%	141
2024 Q3	$364K	Sell	4,698 -531	-10%	-$36.3K	0.14%	160
2024 Q2	$315K	Buy	5,229 +69	+1%	+$4.29K	0.1%	185
2024 Q1	$352K	Hold	5,160	–	–	0.12%	179
2023 Q4	$321K	Sell	5,160 -1,760	-25%	-$97.3K	0.12%	178
2023 Q3	$400K	Sell	6,920 -90	-1%	-$5.96K	0.16%	159
2023 Q2	$548K	Buy	7,010 +90	+1%	+$6.12K	0.22%	141
2023 Q1	$463K	Hold	6,920	–	–	0.2%	152
2022 Q4	$367K	Hold	6,920	–	–	0.16%	173
2022 Q3	$333K	Buy	+6,920	New	+$375K	0.17%	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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return