SageView Advisory Group’s Fortinet FTNT Stock Holding History

SageView Advisory Group’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	$258K	Buy	3,249 +69	+2%	+$5.72K	0.01%	524
2025 Q3	$267K	Buy	3,180 +4	+0.1%	+$357	0.01%	550
2025 Q2	$333K	Buy	3,176 +10	+0.3%	+$1.01K	0.01%	469
2025 Q1	$305K	Buy	3,166 +108	+4%	+$10.9K	0.01%	467
2024 Q4	$289K	Buy	+3,058	New	+$272K	0.01%	471
2023 Q3	–	Sell	-3,498	Closed	-$264K	–	532
2023 Q2	$264K	Buy	+3,498	New	+$238K	0.01%	470

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SageView Advisory Group's FTNT Position: Q4 2025 in Review

SageView Advisory Group increased its Fortinet (FTNT) stake by 2.2% in Q4 2025, buying an estimated $5.72K and bringing the position to 3,249 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #524.

SageView Advisory Group first reported a position in FTNT in Q2 2023 and has held it in 6 quarters since. The position peaked at $333K in Q2 2025. 1,326 funds tracked by Wall St. Rank hold FTNT as of Q4 2025.

SageView Advisory Group held 3,249 shares of Fortinet worth $258K as of Q4 2025.
SageView Advisory Group bought 69 Fortinet shares in Q4 2025, an estimated $5.72K.
Fortinet made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #524 holding.
SageView Advisory Group first reported a position in Fortinet in Q2 2023 and has held it in 6 quarters since.
SageView Advisory Group's Fortinet position peaked at $333K in Q2 2025.
1,326 funds tracked by Wall St. Rank held Fortinet as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.