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Prevail Innovative Wealth Advisors’s Fortinet FTNT Stock Holding History

Prevail Innovative 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
Q3 		– Sell
-8,866
Closed -$937K – 217
2025
Q2 		$937K Buy
+8,866
New +$895K 0.21% 137
2023
Q4 		– Sell
-27,280
Closed -$1.6M – 145
2023
Q3 		$1.6M Buy
+27,280
New +$1.81M 0.83% 51

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Prevail Innovative Wealth Advisors's FTNT Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 8,866 shares — an estimated $937K sold.

Prevail Innovative Wealth Advisors first reported a position in FTNT in Q3 2023 and held it in 2 quarters. The position peaked at $1.6M in Q3 2023. 1,268 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 8,866 Fortinet shares in Q3 2025, an estimated $937K.
  • Prevail Innovative Wealth Advisors first reported a position in Fortinet in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Fortinet position peaked at $1.6M in Q3 2023.
  • 1,268 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.