Roberts Capital Advisors’s Fortinet FTNT Stock Holding History

Roberts Capital 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	-5,852	Closed	-$619K	–	79
2025 Q2	$619K	Hold	5,852	–	–	0.46%	65
2025 Q1	$563K	Buy	+5,852	New	+$593K	0.49%	64

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Roberts Capital Advisors's FTNT Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Fortinet (FTNT) in Q3 2025, closing a stake of 5,852 shares — an estimated $619K sold.

Roberts Capital Advisors first reported a position in FTNT in Q1 2025 and held it in 2 quarters. The position peaked at $619K in Q2 2025. 1,267 funds tracked by Wall St. Rank hold FTNT as of Q3 2025.

Roberts Capital Advisors reported no remaining Fortinet position as of Q3 2025 after selling out during the quarter.
Roberts Capital Advisors sold 5,852 Fortinet shares in Q3 2025, an estimated $619K.
Roberts Capital Advisors first reported a position in Fortinet in Q1 2025 and held it in 2 quarters.
Roberts Capital Advisors's Fortinet position peaked at $619K in Q2 2025.
1,267 funds tracked by Wall St. Rank held Fortinet as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.