RDWM
FTNT icon

Red Door Wealth Management’s Fortinet FTNT Stock Holding History

Red Door Wealth Management’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
Q2 		$493K Buy
3,206
+10
+0.3% +$1.16K 0.05% 193
2026
Q1 		$261K Sell
3,196
-46
-1% -$3.71K 0.03% 245
2025
Q4 		$257K Buy
3,242
+2
+0.1% +$166 0.03% 250
2025
Q3 		$272K Hold
3,240
– – 0.03% 237
2025
Q2 		$343K Buy
+3,240
New +$327K 0.04% 195

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ACM
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EOJOAM
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CTB
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AAMU
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WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return