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	–	613
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rise Advisors's FTNT Position: Q4 2025 in Review

Rise Advisors sold out of Fortinet (FTNT) in Q4 2025, closing a stake of 422 shares — an estimated $35.5K sold.

Rise Advisors first reported a position in FTNT in Q4 2021 and held it in 16 quarters. The position peaked at $43.9K in Q2 2025. 1,328 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

Rise Advisors reported no remaining Fortinet position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 422 Fortinet shares in Q4 2025, an estimated $35.5K.
Rise Advisors first reported a position in Fortinet in Q4 2021 and held it in 16 quarters.
Rise Advisors's Fortinet position peaked at $43.9K in Q2 2025.
1,328 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.