New Wave Wealth Advisors’s Fortinet FTNT Stock Holding History

New Wave Wealth 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	-15	Closed	-$1.42K	–	331
2024 Q4	$1.42K	Buy	+15	New	+$1.33K	﹤0.01%	595

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

New Wave Wealth Advisors's FTNT Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Fortinet (FTNT) in Q1 2025, closing a stake of 15 shares — an estimated $1.42K sold.

New Wave Wealth Advisors first reported a position in FTNT in Q4 2024 and held it in 1 quarter. The position peaked at $1.42K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold FTNT as of Q1 2025.

New Wave Wealth Advisors reported no remaining Fortinet position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 15 Fortinet shares in Q1 2025, an estimated $1.42K.
New Wave Wealth Advisors first reported a position in Fortinet in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Fortinet position peaked at $1.42K in Q4 2024.
1,353 funds tracked by Wall St. Rank held Fortinet as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.