NewEdge Wealth’s Fortinet FTNT Stock Holding History

NewEdge Wealth’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
2026 Q1	$32.9M	Sell	402,789 -7,907	-2%	-$639K	0.39%	62
2025 Q4	$32.6M	Buy	410,696 +10,531	+3%	+$873K	0.37%	60
2025 Q3	$34.4M	Sell	400,165 -1,426	-0.4%	-$127K	0.49%	47
2025 Q2	$30.2M	Buy	401,591 +23,067	+6%	+$2.33M	0.47%	50
2025 Q1	$36.4M	Sell	378,524 -2,682	-0.7%	-$272K	0.66%	35
2024 Q4	$36M	Buy	381,206 +4,501	+1%	+$400K	0.62%	38
2024 Q3	$29.2M	Buy	376,705 +33,127	+10%	+$2.26M	0.53%	51
2024 Q2	$20.7M	Buy	343,578 +5,841	+2%	+$363K	0.45%	59
2024 Q1	$22M	Buy	+337,737	New	+$22.5M	0.49%	51
2023 Q4	–	Sell	-273,528	Closed	-$16.1M	–	746
2023 Q3	$16.1M	Buy	273,528 +72,399	+36%	+$4.79M	0.51%	55
2023 Q2	$15.2M	Buy	201,129 +3,867	+2%	+$263K	0.51%	57
2023 Q1	$13.1M	Buy	197,262 +7,762	+4%	+$441K	0.5%	56
2022 Q4	$9.26M	Buy	189,500 +8,265	+5%	+$431K	0.4%	76
2022 Q3	$8.9M	Buy	181,235 +19,671	+12%	+$1.07M	0.42%	70
2022 Q2	$9.14M	Buy	161,564 +6,144	+4%	+$365K	0.42%	66
2022 Q1	$10.6M	Buy	155,420 +5,975	+4%	+$371K	0.47%	55
2021 Q4	$10.7M	Buy	149,445 +3,480	+2%	+$229K	0.45%	55
2021 Q3	$8.53M	Buy	145,965 +74,000	+103%	+$4.28M	0.51%	51
2021 Q2	$3.43M	Buy	+71,965	New	+$3.07M	0.26%	96

Other funds holding FTNT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Arrowstreet Capital

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return