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Ruedi Wealth Management’s Fortinet FTNT Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-12
Closed -$1.16K – 161
2025
Q1 		$1.16K Hold
12
– – ﹤0.01% 287
2024
Q4 		$1.13K Hold
12
– – ﹤0.01% 292
2024
Q3 		$931 Sell
12
-13
-52% -$888 ﹤0.01% 304
2024
Q2 		$1.51K Buy
+25
New +$1.55K ﹤0.01% 343

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ruedi Wealth Management's FTNT Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Fortinet (FTNT) in Q2 2025, closing a stake of 12 shares — an estimated $1.16K sold.

Ruedi Wealth Management first reported a position in FTNT in Q2 2024 and held it in 4 quarters. The position peaked at $1.51K in Q2 2024. 1,378 funds tracked by Wall St. Rank hold FTNT as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Fortinet position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 12 Fortinet shares in Q2 2025, an estimated $1.16K.
  • Ruedi Wealth Management first reported a position in Fortinet in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Fortinet position peaked at $1.51K in Q2 2024.
  • 1,378 funds tracked by Wall St. Rank held Fortinet as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.