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National Wealth Management Group’s Fortinet FTNT Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-5,610
Closed -$530K – 160
2024
Q4 		$530K Buy
+5,610
New +$499K 0.35% 62
2022
Q3 		– Sell
-4,525
Closed -$256K – 135
2022
Q2 		$256K Buy
+4,525
New +$269K 0.32% 83

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

National Wealth Management Group's FTNT Position: Q1 2025 in Review

National Wealth Management Group sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 5,610 shares — an estimated $530K sold.

National Wealth Management Group first reported a position in FTNT in Q2 2022 and held it in 2 quarters. The position peaked at $530K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

  • National Wealth Management Group reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 5,610 Fortinet shares in Q1 2025, an estimated $530K.
  • National Wealth Management Group first reported a position in Fortinet in Q2 2022 and held it in 2 quarters.
  • National Wealth Management Group's Fortinet position peaked at $530K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.