PWS
FTNT icon

Peloton Wealth Strategists’s Fortinet FTNT Stock Holding History

Peloton Wealth Strategists’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
Q2 		– Sell
-4,330
Closed -$417K – 94
2025
Q1 		$417K Buy
4,330
+100
+2% +$10.1K 0.17% 80
2024
Q4 		$400K Buy
4,230
+1,155
+38% +$103K 0.16% 81
2024
Q3 		$238K Buy
+3,075
New +$210K 0.09% 93

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Peloton Wealth Strategists's FTNT Position: Q2 2025 in Review

Peloton Wealth Strategists sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 4,330 shares — an estimated $417K sold.

Peloton Wealth Strategists first reported a position in FTNT in Q3 2024 and held it in 3 quarters. The position peaked at $417K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Peloton Wealth Strategists reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
  • Peloton Wealth Strategists sold 4,330 Fortinet shares in Q2 2025, an estimated $417K.
  • Peloton Wealth Strategists first reported a position in Fortinet in Q3 2024 and held it in 3 quarters.
  • Peloton Wealth Strategists's Fortinet position peaked at $417K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Peloton Wealth Strategists's 13F filing for Q2 2025, filed 13 Aug 2025.