Nations Financial Group’s Fortinet FTNT Stock Holding History

Nations Financial 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 Q3	–	Sell	-7,087	Closed	-$749K	–	720
2025 Q2	$749K	Sell	7,087 -60	-0.8%	-$6.05K	0.05%	361
2025 Q1	$688K	Buy	+7,147	New	+$725K	0.05%	355
2024 Q2	–	Sell	-10,507	Closed	-$718K	–	640
2024 Q1	$718K	Sell	10,507 -5,407	-34%	-$360K	0.06%	324
2023 Q4	$931K	Sell	15,914 -4,922	-24%	-$272K	0.09%	257
2023 Q3	$1.22M	Sell	20,836 -326	-2%	-$21.6K	0.12%	198
2023 Q2	$1.6M	Sell	21,162 -205	-1%	-$13.9K	0.16%	159
2023 Q1	$1.42M	Buy	21,367 +1,130	+6%	+$64.2K	0.15%	165
2022 Q4	$989K	Sell	20,237 -841	-4%	-$43.8K	0.11%	226
2022 Q3	$1.04M	Sell	21,078 -627	-3%	-$34K	0.15%	171
2022 Q2	$1.23M	Sell	21,705 -900	-4%	-$53.4K	0.16%	152
2022 Q1	$1.54M	Buy	22,605 +14,300	+172%	+$889K	0.19%	134
2021 Q4	$597K	Buy	8,305 +2,410	+41%	+$159K	0.08%	264
2021 Q3	$344K	Sell	5,895 -800	-12%	-$46.3K	0.05%	329
2021 Q2	$319K	Buy	+6,695	New	+$286K	0.05%	318

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