Rise Advisors’s Fortinet FTNT Stock Holding History

Rise 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 Q4	–	Sell	-422	Closed	-$35.5K	–	614
2025 Q3	$35.5K	Buy	422 +7	+2%	+$625	0.01%	332
2025 Q2	$43.9K	Buy	415 +5	+1%	+$504	0.02%	267
2025 Q1	$39.5K	Buy	410 +26	+7%	+$2.64K	0.02%	272
2024 Q4	$36.3K	Buy	384 +7	+2%	+$623	0.02%	318
2024 Q3	$29.2K	Hold	377	–	–	0.01%	429
2024 Q2	$22.7K	Hold	377	–	–	0.01%	541
2024 Q1	$25.8K	Buy	377 +217	+136%	+$14.4K	0.01%	473
2023 Q4	$9.37K	Sell	160 -88	-35%	-$4.86K	0.01%	321
2023 Q3	$14.6K	Hold	248	–	–	0.01%	268
2023 Q2	$18.7K	Sell	248 -11	-4%	-$748	0.01%	246
2023 Q1	$17.2K	Buy	259 +9	+4%	+$512	0.01%	275
2022 Q4	$12.2K	Hold	250	–	–	0.01%	322
2022 Q3	$12K	Hold	250	–	–	0.01%	309
2022 Q2	$14K	Hold	250	–	–	0.01%	280
2022 Q1	$17K	Sell	250 -100	-29%	-$6.22K	0.02%	264
2021 Q4	$25.2K	Buy	+350	New	+$23K	0.02%	221

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Oslo, Norway $935B AUM

Bank of New York Mellon

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors

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