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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

My Legacy Advisors's FTNT Position: Q2 2025 in Review

My Legacy Advisors held its Fortinet (FTNT) position steady in Q2 2025 at 4,225 shares worth $423K. The position accounts for 0.15% of the portfolio, ranked #152.

My Legacy Advisors first reported a position in FTNT in Q3 2022 and has held it in 12 quarters since. The position peaked at $548K in Q2 2023. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

My Legacy Advisors held 4,225 shares of Fortinet worth $423K as of Q2 2025.
My Legacy Advisors left its Fortinet share count unchanged in Q2 2025.
Fortinet made up 0.15% of My Legacy Advisors's portfolio in Q2 2025, its #152 holding.
My Legacy Advisors first reported a position in Fortinet in Q3 2022 and has held it in 12 quarters since.
My Legacy Advisors's Fortinet position peaked at $548K in Q2 2023.
1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.