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New England Capital Financial Advisors’s Fortinet FTNT Stock Holding History

New England Capital Financial 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
Q1 		– Sell
-40
Closed -$3.78K – 406
2024
Q4 		$3.78K Buy
+40
New +$3.56K ﹤0.01% 294
2024
Q3 		– Sell
-50
Closed -$3.01K – 404
2024
Q2 		$3.01K Hold
50
– – ﹤0.01% 300
2024
Q1 		$3.42K Buy
+50
New +$3.33K ﹤0.01% 289

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

New England Capital Financial Advisors's FTNT Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 40 shares — an estimated $3.78K sold.

New England Capital Financial Advisors first reported a position in FTNT in Q1 2024 and held it in 3 quarters. The position peaked at $3.78K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

  • New England Capital Financial Advisors reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 40 Fortinet shares in Q1 2025, an estimated $3.78K.
  • New England Capital Financial Advisors first reported a position in Fortinet in Q1 2024 and held it in 3 quarters.
  • New England Capital Financial Advisors's Fortinet position peaked at $3.78K in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.